Schwab U S Small Cap ETF shares owned by Planning Directions
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Planning Directions
from 13F filings
Historical chart of Planning Directions investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Planning Directions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $458k | 9.7k | 47.45 |
| 2024-03-31 | $450k | 9.1k | 49.24 |
| 2023-12-31 | $431k | 9.1k | 47.24 |
| 2023-09-30 | $376k | 9.1k | 41.39 |
| 2023-06-30 | $397k | 9.1k | 43.82 |
| 2023-03-31 | $379k | 9.0k | 41.94 |
| 2022-12-31 | $365k | 9.0k | 40.50 |
| 2022-09-30 | $339k | 9.0k | 37.75 |
| 2022-06-30 | $349k | 9.0k | 38.97 |
| 2022-03-31 | $475k | 10k | 47.38 |
| 2021-12-31 | $609k | 5.9k | 102.39 |
| 2021-09-30 | $588k | 5.9k | 100.17 |
| 2021-06-30 | $579k | 5.6k | 104.27 |
| 2021-03-31 | $577k | 5.8k | 99.76 |
| 2020-12-31 | $514k | 5.8k | 89.02 |
| 2020-09-30 | $473k | 6.9k | 68.27 |
| 2020-06-30 | $543k | 8.3k | 65.37 |