LifePlan Financial »

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

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by LifePlan Financial consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Schwab U S Small Cap ETF by LifePlan Financial

Quarter filed Position value Share count Share price at filing
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

More positions owned by LifePlan Financial

Ishares Gold Tr Ishares New (IAU)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Select Sector Spdr Tr Sbi Materials (XLB)
Amplify Etf Tr Blackswan Grwt (SWAN)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
salesforce (CRM)
Ishares Tr Ibonds 27 Etf (IBDS)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec2026 (IBDR)
Ishares Tr Ibds Dec28 Etf (IBDT)
Select Sector Spdr Tr Energy (XLE)
Microsoft Corporation (MSFT)
Ishares Tr Modert Alloc Etf (AOM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)

View all positions for LifePlan Financial

Top funds holding Schwab U S Small Cap ETF

Empower Advisory Group
Bank of America Corporation
Sei Investments
Advisory Alpha
Mercer Global Advisors
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
HPM Partners
Aurum Wealth Management Group
Envestnet Asset Management
Savant Capital Management
UBS Group
Steele Capital Management
Northwestern Mutual Wealth Management Company

View all funds holding Schwab U S Small Cap ETF