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Schwab U S Small Cap ETF shares owned by Planning Capital Management Corp

Quarter-by-quarter ownership of Schwab U S Small Cap ETF (SCHA) shares owned by Planning Capital Management Corp from 13F filings

Historical chart of Planning Capital Management Corp investment in Schwab U S Small Cap ETF

Tip: Access up to 7 years of quarterly data

All positions including Schwab U S Small Cap ETF held by Planning Capital Management Corp 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 Planning Capital Management Corp

Quarter filed Position value Share count Share price at filing
2024-03-31 $92k 1.9k 49.25
2023-12-31 $124k 2.6k 47.24

More positions owned by Planning Capital Management Corp

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Merck & Co (MRK)
Lockheed Martin Corporation (LMT)
Johnson & Johnson (JNJ)
Wal-Mart Stores (WMT)
Verizon Communications (VZ)
Southern Company (SO)
Coca-Cola Company (KO)
McDonald's Corporation (MCD)
Kimberly-Clark Corporation (KMB)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Procter & Gamble Company (PG)
DTE Energy Company (DTE)
Kellogg Company (K)

View all positions for Planning Capital Management Corp

Top funds holding Schwab U S Small Cap ETF

Charles Schwab Investment Advisory
Bank of America Corporation
Empower Advisory Group
Charles Schwab Investment Management
Sei Investments
Goldman Sachs Group
Financial Engines Advisors L.L.C
Creative Planning
Envestnet Asset Management
Advisory Alpha
HPM Partners
Advisor Group Holdings
UBS Group
Wealth Enhancement Advisory Services
Mercer Global Advisors

View all funds holding Schwab U S Small Cap ETF