Schwab U S Small Cap ETF shares owned by Planning Alternatives
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Planning Alternatives
from 13F filings
Historical chart of Planning Alternatives investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Planning Alternatives
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $395k | 7.7k | 51.50 |
| 2024-06-30 | $384k | 8.1k | 47.45 |
| 2024-03-31 | $405k | 8.2k | 49.24 |
| 2023-12-31 | $393k | 8.3k | 47.24 |
| 2023-09-30 | $349k | 8.4k | 41.42 |
| 2023-06-30 | $361k | 8.2k | 43.80 |
| 2023-03-31 | $351k | 8.4k | 41.93 |
| 2022-12-31 | $328k | 8.1k | 40.51 |
| 2022-09-30 | $306k | 8.1k | 37.75 |
| 2022-06-30 | $317k | 8.1k | 38.97 |
| 2022-03-31 | $1.0M | 21k | 47.37 |
| 2021-12-31 | $1.1M | 11k | 102.40 |
| 2021-09-30 | $1.1M | 11k | 100.14 |
| 2021-06-30 | $1.3M | 13k | 104.21 |
| 2021-03-31 | $1.3M | 13k | 99.65 |
| 2020-12-31 | $1.3M | 15k | 88.98 |
| 2020-09-30 | $1.5M | 23k | 68.34 |
| 2020-06-30 | $4.3M | 66k | 65.34 |
| 2020-03-31 | $2.9M | 56k | 51.53 |
| 2019-12-31 | $3.8M | 51k | 75.63 |
| 2019-09-30 | $3.3M | 48k | 69.74 |
| 2019-06-30 | $3.4M | 48k | 71.49 |
| 2019-03-31 | $3.4M | 49k | 69.93 |
| 2018-12-31 | $3.5M | 57k | 60.69 |
| 2018-09-30 | $4.4M | 58k | 76.16 |
| 2018-06-30 | $4.2M | 58k | 73.57 |
| 2018-03-31 | $4.3M | 63k | 69.13 |
| 2017-12-31 | $5.9M | 84k | 69.75 |
| 2017-09-30 | $5.9M | 88k | 67.36 |
| 2017-06-30 | $5.7M | 89k | 63.90 |
| 2017-03-31 | $5.5M | 87k | 62.98 |
| 2016-12-31 | $5.4M | 87k | 61.48 |
| 2016-09-30 | $5.2M | 91k | 57.55 |
| 2016-06-30 | $5.0M | 92k | 54.03 |
| 2016-03-31 | $4.9M | 94k | 52.04 |
| 2015-12-31 | $2.6M | 49k | 52.08 |
| 2015-09-30 | $2.3M | 45k | 50.80 |
| 2015-06-30 | $2.8M | 49k | 57.47 |
| 2015-03-31 | $2.7M | 46k | 57.58 |
| 2014-12-31 | $2.3M | 41k | 55.12 |
| 2014-09-30 | $1.5M | 30k | 51.41 |
| 2014-06-30 | $1.5M | 28k | 54.82 |
| 2014-03-31 | $1.2M | 22k | 53.60 |
| 2013-12-31 | $1.0M | 20k | 51.30 |
| 2013-09-30 | $1.1M | 22k | 48.23 |
| 2013-06-30 | $9.4M | 213k | 43.99 |
| 2013-03-31 | $9.2M | 214k | 42.86 |