Schwab U S Small Cap ETF shares owned by Elser Financial Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Elser Financial Planning
from 13F filings
Historical chart of Elser Financial Planning investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Elser Financial 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 Elser Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.0M | 107k | 28.08 |
| 2025-06-30 | $2.9M | 115k | 25.30 |
| 2025-03-31 | $2.7M | 115k | 23.43 |
| 2024-12-31 | $3.1M | 119k | 25.86 |
| 2024-09-30 | $3.3M | 64k | 51.50 |
| 2024-06-30 | $3.0M | 63k | 47.45 |