Schwab U S Small Cap ETF shares owned by Resource Planning Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Resource Planning Group
from 13F filings
Historical chart of Resource Planning Group 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 Resource Planning Group 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 Resource Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $714k | 15k | 47.24 |
| 2023-09-30 | $724k | 18k | 41.42 |
| 2023-06-30 | $778k | 18k | 43.80 |
| 2023-03-31 | $752k | 18k | 41.93 |
| 2022-12-31 | $930k | 23k | 40.51 |
| 2022-09-30 | $981k | 26k | 37.79 |
| 2022-06-30 | $1.0M | 26k | 39.00 |
| 2022-03-31 | $877k | 19k | 47.37 |
| 2021-12-31 | $940k | 9.2k | 102.36 |
| 2021-09-30 | $958k | 9.6k | 100.14 |
| 2021-06-30 | $1.1M | 10k | 104.14 |
| 2021-03-31 | $1.1M | 11k | 99.68 |
| 2020-12-31 | $1.1M | 13k | 88.96 |
| 2020-09-30 | $884k | 13k | 68.29 |
| 2020-06-30 | $844k | 13k | 65.36 |
| 2019-12-31 | $539k | 7.1k | 75.60 |
| 2019-09-30 | $491k | 7.0k | 69.68 |
| 2019-06-30 | $491k | 6.9k | 71.48 |
| 2019-03-31 | $501k | 7.2k | 69.98 |
| 2018-12-31 | $645k | 11k | 60.71 |