Schwab U S Small Cap ETF shares owned by Asset Planning Services
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $825k | 30k | 27.89 |
| 2025-06-30 | $719k | 28k | 25.29 |
| 2025-03-31 | $710k | 30k | 23.42 |
| 2024-12-31 | $792k | 31k | 25.86 |
| 2024-09-30 | $774k | 15k | 51.48 |
| 2024-06-30 | $685k | 14k | 47.42 |
| 2024-03-31 | $671k | 14k | 49.26 |
| 2023-12-31 | $681k | 14k | 47.22 |
| 2023-09-30 | $615k | 15k | 41.42 |
| 2023-06-30 | $661k | 15k | 43.79 |
| 2023-03-31 | $612k | 15k | 41.92 |
| 2022-12-31 | $564k | 14k | 40.53 |
| 2022-09-30 | $526k | 14k | 37.80 |
| 2022-06-30 | $560k | 14k | 38.98 |
| 2022-03-31 | $699k | 15k | 47.34 |
| 2021-12-31 | $896k | 8.8k | 102.40 |
| 2021-09-30 | $858k | 8.6k | 100.06 |
| 2021-06-30 | $893k | 8.6k | 104.14 |
| 2021-03-31 | $851k | 8.5k | 99.71 |
| 2020-12-31 | $833k | 9.4k | 89.00 |
| 2020-09-30 | $643k | 9.4k | 68.33 |
| 2020-06-30 | $824k | 13k | 65.35 |
| 2020-03-31 | $657k | 13k | 51.49 |
| 2019-12-31 | $967k | 13k | 75.64 |
| 2019-09-30 | $874k | 13k | 69.75 |
| 2019-06-30 | $872k | 12k | 71.45 |
| 2019-03-31 | $845k | 12k | 69.95 |
| 2018-12-31 | $750k | 12k | 60.70 |
| 2018-09-30 | $927k | 12k | 76.17 |
| 2018-06-30 | $878k | 12k | 73.60 |
| 2018-03-31 | $770k | 11k | 69.06 |
| 2017-12-31 | $764k | 11k | 69.77 |
| 2017-09-30 | $618k | 9.2k | 67.36 |
| 2017-06-30 | $475k | 7.4k | 63.97 |
| 2017-03-31 | $468k | 7.4k | 63.03 |
| 2016-12-31 | $467k | 7.6k | 61.49 |
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