Schwab U S Small Cap ETF shares owned by Plan
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Plan
from 13F filings
Historical chart of Plan 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 Plan consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Schwab U S Small Cap ETF by Plan
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $4.9M | 176k | 27.90 |
| 2025-06-30 | $5.1M | 202k | 25.30 |
| 2025-03-31 | $1.1M | 48k | 23.43 |
| 2024-12-31 | $1.0M | 39k | 25.86 |
| 2024-09-30 | $984k | 19k | 51.50 |
| 2024-06-30 | $891k | 19k | 47.45 |
| 2024-03-31 | $908k | 18k | 49.24 |
| 2023-12-31 | $877k | 19k | 47.24 |
| 2023-09-30 | $970k | 23k | 41.42 |
| 2023-06-30 | $302k | 6.9k | 43.80 |
| 2023-03-31 | $289k | 6.9k | 41.93 |
| 2022-12-31 | $279k | 6.9k | 40.51 |
| 2022-09-30 | $262k | 6.9k | 37.75 |
| 2022-06-30 | $270k | 6.9k | 38.92 |
| 2022-03-31 | $328k | 6.9k | 47.31 |
| 2021-12-31 | $355k | 3.5k | 102.51 |
| 2021-09-30 | $357k | 3.6k | 99.97 |
| 2019-12-31 | $291k | 3.9k | 75.58 |
| 2019-09-30 | $267k | 3.8k | 69.62 |