Latest investment quarter holder pages

Newest quarter-level CUSIP holder snapshots with direct links into security and holder-period pages.

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Recent holder-quarter signals

Fresh CUSIP holder snapshots to inspect

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Holder quarter

SCHM - SCHWAB STRATEGIC TR - US MID-CAP ETF

CUSIP 808524508

Q1 2026 SCHM
CIK
808524508
Security
808524508
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
1,011 holders
Period
Q1 2026

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Holder quarter

SPEM - SPDR INDEX SHS FDS - PORTFOLIO EMG MK

CUSIP 78463X509

Q1 2026 SPEM
CIK
78463X509
Security
78463X509
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
994 holders
Period
Q1 2026

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Holder quarter

SCHV - SCHWAB STRATEGIC TR - US LCAP VA ETF

CUSIP 808524409

Q1 2026 SCHV
CIK
808524409
Security
808524409
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
961 holders
Period
Q1 2026

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Holder quarter

GLDM - World Gold Trust - SPDR GLD MINIS

CUSIP 98149E303

Q1 2026 GLDM
CIK
98149E303
Security
98149E303
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
899 holders
Period
Q1 2026

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Holder quarter

SUB - iSHARES TRUST - iShares Short-Term National Muni Bond ETF

CUSIP 464288158

Q1 2026 SUB
CIK
464288158
Security
464288158
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
884 holders
Period
Q1 2026

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Holder quarter

DFAS - DIMENSIONAL ETF TRUST - US SMALL CAP ETF

CUSIP 25434V500

Q1 2026 DFAS
CIK
25434V500
Security
25434V500
Source
Parsed 13F holder rows
Action
Latest quarter holder snapshot
Magnitude
877 holders
Period
Q1 2026

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