Schwab U S Small Cap ETF shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Schwab U S Small Cap ETF
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Quarterly reported holdings in Schwab U S Small Cap ETF by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $727k | 26k | 27.90 |
| 2025-06-30 | $678k | 27k | 25.30 |
| 2025-03-31 | $643k | 27k | 23.43 |
| 2024-12-31 | $715k | 28k | 25.86 |
| 2023-09-30 | $693k | 17k | 41.42 |
| 2022-12-31 | $795k | 18k | 45.01 |
| 2022-09-30 | $695k | 17k | 41.41 |
| 2022-03-31 | $1.1M | 26k | 43.09 |
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