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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

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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
2024-03-31 $713k 15k 49.24
2023-12-31 $665k 14k 47.24

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View all positions for LifePlan Financial

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
HPM Partners
Empower Advisory Group
Bank of America Corporation
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Creative Planning
Advisory Alpha
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors
Mariner Wealth Advisors
HighTower Advisors

View all funds holding Schwab U S Small Cap ETF