Schwab U S Small Cap ETF shares owned by LifePlan Financial
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by LifePlan Financial
from 13F filings
Historical chart of LifePlan Financial investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by LifePlan Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $765k | 27k | 27.90 |
| 2025-06-30 | $734k | 29k | 25.30 |
| 2025-03-31 | $679k | 29k | 23.43 |
| 2024-12-31 | $704k | 27k | 25.86 |
| 2024-09-30 | $749k | 15k | 51.50 |
| 2024-06-30 | $704k | 15k | 47.45 |
| 2024-03-31 | $713k | 15k | 49.24 |
| 2023-12-31 | $665k | 14k | 47.24 |