Schwab U S Small Cap ETF shares owned by Tempus Wealth Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Tempus Wealth Planning
from 13F filings
Historical chart of Tempus Wealth Planning investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Tempus Wealth Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Schwab U S Small Cap ETF by Tempus Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $807k | 16k | 49.24 |
| 2023-12-31 | $775k | 16k | 47.24 |
| 2023-09-30 | $610k | 15k | 41.42 |
| 2023-06-30 | $642k | 15k | 43.80 |
| 2023-03-31 | $576k | 14k | 41.93 |
| 2022-12-31 | $464k | 12k | 40.51 |