Schwab U S Small Cap ETF shares owned by PDS Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by PDS Planning
from 13F filings
Historical chart of PDS Planning investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by PDS Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $66k | 2.6k | 25.86 |
| 2024-09-30 | $66k | 1.3k | 51.51 |
| 2024-03-31 | $35k | 703 | 49.22 |
| 2023-12-31 | $40k | 838 | 47.26 |
| 2023-09-30 | $54k | 1.3k | 41.42 |
| 2023-06-30 | $44k | 1.0k | 43.82 |
| 2023-03-31 | $43k | 1.0k | 41.94 |
| 2022-12-31 | $35k | 851 | 40.52 |
| 2022-03-31 | $70k | 1.5k | 47.68 |
| 2021-12-31 | $75k | 734 | 102.18 |
| 2021-09-30 | $75k | 751 | 99.87 |
| 2021-06-30 | $76k | 731 | 103.97 |
| 2021-03-31 | $91k | 912 | 99.78 |
| 2020-12-31 | $80k | 896 | 89.29 |