Abacus Planning Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $411K | Buy |
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|
2025
Q1 | $380K | Sell |
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|
2024
Q4 | $440K | Sell |
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|
2024
Q3 | $494K | Sell |
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|
2024
Q2 | $457K | Buy |
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|
2024
Q1 | $456K | Buy |
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|
2023
Q4 | $437K | Buy |
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|
2023
Q3 | $379K | Sell |
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|
2023
Q2 | $401K | Sell |
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|
2023
Q1 | $427K | Sell |
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|
2022
Q4 | $599K | Hold |
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|
2022
Q3 | $559K | Sell |
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|
2022
Q2 | $591K | Sell |
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|
2022
Q1 | $1.07M | Sell |
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|
2021
Q4 | $1.16M | Sell |
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|
2021
Q3 | $1.17M | Sell |
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|
2021
Q2 | $1.22M | Sell |
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|
2021
Q1 | $1.2M | Sell |
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|
2020
Q4 | $1.21M | Sell |
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|
2020
Q3 | $959K | Sell |
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|
2020
Q2 | $927K | Buy |
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|
2020
Q1 | $727K | Buy |
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|
2019
Q4 | $947K | Sell |
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|
2019
Q3 | $985K | Buy |
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|
2019
Q2 | $1.01M | Buy |
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|
2019
Q1 | $985K | Buy |
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|
2018
Q4 | $841K | Sell |
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|
2018
Q3 | $1.06M | Buy |
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|
2018
Q2 | $1M | Sell |
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|
2018
Q1 | $964K | Buy |
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|
2017
Q4 | $948K | Buy |
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