Schwab U S Small Cap ETF shares owned by Abacus Planning Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Abacus Planning Group
from 13F filings
Historical chart of Abacus Planning Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Abacus Planning Group consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Abacus Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $457k | 16k | 27.90 |
| 2025-06-30 | $411k | 16k | 25.30 |
| 2025-03-31 | $381k | 16k | 23.43 |
| 2024-12-31 | $440k | 17k | 25.86 |
| 2024-09-30 | $494k | 9.6k | 51.50 |
| 2024-06-30 | $457k | 9.6k | 47.45 |
| 2024-03-31 | $456k | 9.3k | 49.24 |
| 2023-12-31 | $437k | 9.2k | 47.24 |
| 2023-09-30 | $379k | 9.1k | 41.42 |
| 2023-06-30 | $401k | 9.2k | 43.80 |
| 2023-03-31 | $427k | 10k | 41.93 |
| 2022-12-31 | $599k | 15k | 40.51 |
| 2022-09-30 | $559k | 15k | 37.78 |
| 2022-06-30 | $591k | 15k | 39.00 |
| 2022-03-31 | $1.1M | 23k | 47.36 |
| 2021-12-31 | $1.2M | 11k | 102.39 |
| 2021-09-30 | $1.2M | 12k | 100.09 |
| 2021-06-30 | $1.2M | 12k | 104.20 |
| 2021-03-31 | $1.2M | 12k | 99.65 |
| 2020-12-31 | $1.2M | 14k | 89.01 |
| 2020-09-30 | $959k | 14k | 68.33 |
| 2020-06-30 | $927k | 14k | 65.34 |
| 2020-03-31 | $727k | 14k | 51.53 |
| 2019-12-31 | $947k | 13k | 75.61 |
| 2019-09-30 | $985k | 14k | 69.74 |
| 2019-06-30 | $1.0M | 14k | 71.46 |
| 2019-03-31 | $985k | 14k | 69.90 |
| 2018-12-31 | $841k | 14k | 60.66 |
| 2018-09-30 | $1.1M | 14k | 76.13 |
| 2018-06-30 | $1.0M | 14k | 73.53 |
| 2018-03-31 | $964k | 14k | 69.09 |
| 2017-12-31 | $948k | 14k | 69.73 |