Schwab U S Small Cap ETF shares owned by Wrenne Financial Planning
Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Wrenne Financial Planning
from 13F filings
Historical chart of Wrenne Financial Planning investment in Schwab U S Small Cap ETF
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All positions including Schwab U S Small Cap ETF held by Wrenne Financial 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 Wrenne Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $376k | 14k | 27.90 |
| 2025-06-30 | $344k | 14k | 25.30 |
| 2025-03-31 | $294k | 13k | 23.43 |
| 2024-12-31 | $314k | 12k | 25.86 |
| 2024-09-30 | $299k | 5.8k | 51.50 |
| 2024-06-30 | $206k | 4.3k | 47.45 |