Schwab U S Small Cap ETF shares owned by Planned Solutions
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 47k | 27.90 |
| 2025-06-30 | $1.2M | 47k | 25.30 |
| 2025-03-31 | $1.3M | 56k | 23.43 |
| 2024-12-31 | $1.5M | 57k | 25.86 |
| 2024-09-30 | $6.0M | 117k | 51.50 |
| 2024-06-30 | $5.3M | 112k | 47.45 |
| 2024-03-31 | $5.5M | 112k | 49.24 |
| 2023-12-31 | $5.2M | 111k | 47.24 |
| 2023-09-30 | $4.5M | 109k | 41.42 |
| 2023-06-30 | $4.6M | 104k | 43.80 |
| 2023-03-31 | $4.2M | 99k | 41.93 |
| 2022-12-31 | $3.9M | 96k | 40.51 |
| 2022-09-30 | $3.6M | 95k | 37.80 |
| 2022-06-30 | $3.5M | 90k | 38.99 |
| 2022-03-31 | $4.1M | 86k | 47.36 |
| 2021-12-31 | $4.0M | 39k | 102.40 |
| 2021-06-30 | $3.9M | 37k | 104.19 |
| 2021-03-31 | $3.6M | 36k | 99.67 |
| 2020-12-31 | $4.6M | 51k | 89.01 |
| 2020-09-30 | $3.2M | 47k | 68.32 |