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Schwab U S Small Cap ETF shares owned by CFC Planning

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by CFC Planning from 13F filings

Historical chart of CFC Planning investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by CFC Planning 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 CFC Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $443k 16k 27.90
2025-06-30 $266k 11k 25.30
2025-03-31 $210k 9.0k 23.43
2024-12-31 $233k 9.0k 25.86

More positions owned by CFC Planning

Apple (AAPL)
Cisco Systems (CSCO)
American Express Company (AXP)
Walt Disney Company (DIS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
UnitedHealth (UNH)
Philip Morris International (PM)
Southern Copper Corporation (SCCO)
Johnson & Johnson (JNJ)
Altria (MO)
Caterpillar (CAT)
Coca-Cola Company (KO)
JPMorgan Chase & Co. (JPM)
Texas Instruments Incorporated (TXN)
Select Sector Spdr Tr Communication (XLC)

View all positions for CFC Planning

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Sei Investments
Northwestern Mutual Wealth Management Company
Financial Engines Advisors L.L.C
Creative Planning
Wealth Enhancement Advisory Services
UBS Group
Advisory Alpha
HPM Partners
HighTower Advisors
Mariner Wealth Advisors
LPL Financial
Steele Capital Management
Vantagepoint Investment Advisers
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF