Schwab U S Small Cap ETF shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Retirement Planning Group 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 Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $496k | 18k | 27.90 |
| 2025-06-30 | $455k | 18k | 25.30 |
| 2025-03-31 | $411k | 18k | 23.43 |
| 2024-09-30 | $630k | 12k | 51.50 |
| 2022-03-31 | $371k | 7.8k | 47.38 |
| 2021-12-31 | $445k | 4.3k | 102.37 |
| 2021-09-30 | $297k | 3.0k | 99.93 |
| 2021-06-30 | $808k | 7.8k | 104.20 |
| 2014-06-30 | $232k | 4.2k | 54.90 |
| 2014-03-31 | $210k | 3.9k | 53.48 |
| 2013-12-31 | $243k | 4.6k | 52.53 |
| 2013-09-30 | $518k | 11k | 48.20 |
| 2013-06-30 | $418k | 9.5k | 44.04 |
| 2012-12-31 | $138k | 3.6k | 38.21 |
| 2012-09-30 | $67k | 1.8k | 36.63 |
| 2012-06-30 | $0 | 8 | 0.00 |
| 2012-03-31 | $0 | 8 | 0.00 |
| 2011-12-31 | $0 | 8 | 0.00 |