Schwab U S Small Cap ETF shares owned by Strategic Financial Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Strategic Financial Planning
from 13F filings
Historical chart of Strategic Financial Planning investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by Strategic Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $21M | 742k | 27.90 |
| 2025-06-30 | $19M | 763k | 25.30 |
| 2025-03-31 | $18M | 762k | 23.43 |
| 2024-12-31 | $20M | 761k | 25.86 |
| 2024-09-30 | $19M | 369k | 51.50 |
| 2024-06-30 | $18M | 380k | 47.45 |
| 2024-03-31 | $17M | 352k | 49.24 |
| 2023-12-31 | $16M | 338k | 47.24 |
| 2023-09-30 | $13M | 316k | 41.42 |
| 2023-06-30 | $14M | 311k | 43.80 |
| 2023-03-31 | $13M | 302k | 41.93 |
| 2022-12-31 | $12M | 294k | 40.51 |
| 2022-09-30 | $11M | 297k | 37.80 |
| 2022-06-30 | $12M | 297k | 38.99 |
| 2022-03-31 | $14M | 293k | 47.36 |
| 2021-12-31 | $17M | 163k | 102.40 |
| 2021-09-30 | $17M | 166k | 100.10 |
| 2021-06-30 | $17M | 164k | 104.18 |
| 2021-03-31 | $17M | 174k | 99.67 |
| 2020-12-31 | $15M | 163k | 89.00 |
| 2020-09-30 | $12M | 171k | 68.32 |
| 2020-06-30 | $11M | 167k | 65.34 |
| 2020-03-31 | $9.2M | 179k | 51.52 |
| 2019-12-31 | $15M | 192k | 75.64 |
More positions owned by Strategic Financial Planning
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