Schwab U S Small Cap ETF shares owned by Mark Sheptoff Financial Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Mark Sheptoff Financial Planning
from 13F filings
Historical chart of Mark Sheptoff Financial Planning investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Mark Sheptoff Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.8k | 245 | 27.90 |
| 2025-06-30 | $1.9k | 76 | 25.30 |
| 2025-03-31 | $1.8k | 76 | 23.43 |
| 2024-12-31 | $2.0k | 76 | 25.86 |
| 2024-09-30 | $2.0k | 38 | 51.50 |
| 2024-06-30 | $1.8k | 38 | 47.45 |
| 2024-03-31 | $1.9k | 38 | 49.24 |
| 2023-12-31 | $1.8k | 38 | 47.24 |
| 2023-09-30 | $1.6k | 38 | 41.42 |
| 2023-06-30 | $1.7k | 38 | 43.79 |
| 2023-03-31 | $1.6k | 38 | 41.92 |
| 2022-12-31 | $1.5k | 38 | 40.50 |
| 2022-09-30 | $2.0k | 50 | 40.00 |
| 2022-06-30 | $2.0k | 50 | 40.00 |
| 2022-03-31 | $2.0k | 50 | 40.00 |
| 2021-12-31 | $3.0k | 25 | 120.00 |
| 2021-09-30 | $3.0k | 25 | 120.00 |
| 2021-06-30 | $3.0k | 25 | 120.00 |
| 2021-03-31 | $2.0k | 25 | 80.00 |
| 2020-12-31 | $2.0k | 25 | 80.00 |
| 2020-09-30 | $2.0k | 25 | 80.00 |
| 2020-06-30 | $2.0k | 25 | 80.00 |
| 2020-03-31 | $1.0k | 25 | 40.00 |
| 2019-06-30 | $10k | 139 | 71.94 |
| 2019-03-31 | $10k | 139 | 71.94 |
| 2018-12-31 | $8.0k | 139 | 57.55 |
| 2018-09-30 | $11k | 139 | 79.14 |
| 2018-06-30 | $10k | 139 | 71.94 |
| 2018-03-31 | $10k | 139 | 71.94 |
| 2017-12-31 | $10k | 139 | 71.94 |
| 2017-09-30 | $9.0k | 139 | 64.75 |
More positions owned by Mark Sheptoff Financial Planning
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