Schwab U S Small Cap ETF shares owned by Capital Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $263k | 5.3k | 49.24 |
| 2023-09-30 | $980k | 24k | 41.42 |
| 2023-03-31 | $7.2M | 171k | 41.93 |
| 2022-12-31 | $5.6M | 139k | 40.51 |
| 2022-03-31 | $7.0M | 148k | 47.36 |
| 2021-12-31 | $4.2M | 41k | 102.40 |
| 2021-09-30 | $1.1M | 11k | 100.07 |
| 2021-06-30 | $5.7M | 55k | 104.17 |
| 2021-03-31 | $6.6M | 66k | 99.68 |
| 2020-12-31 | $3.8M | 43k | 89.00 |