Schwab U S Small Cap ETF shares owned by Frisco Financial Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Frisco Financial Planning
from 13F filings
Historical chart of Frisco 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 Frisco 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 Frisco Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-03-31 | $4.0M | 136k | 29.08 |
| 2025-12-31 | $3.7M | 128k | 28.48 |
| 2025-09-30 | $3.5M | 124k | 27.90 |
| 2025-06-30 | $3.1M | 124k | 25.30 |
| 2025-03-31 | $2.8M | 118k | 23.43 |
| 2024-12-31 | $2.8M | 109k | 25.86 |