Advisornet Financial’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advisornet Financial’s Portfolio SCHA Stock Details SCHA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$775K	Sell	30,637 -16,696	-35%	-$422K	0.05%	281
2025 Q1	$1.11M	Sell	47,333 -36,146	-43%	-$847K	0.08%	229
2024 Q4	$2.16M	Buy	83,479 +40,679	+95%	+$1.05M	0.18%	119
2024 Q3	$2.2M	Sell	42,800 -3,587	-8%	-$185K	0.16%	140
2024 Q2	$2.2M	Sell	46,387 -1,491	-3%	-$70.7K	0.2%	118
2024 Q1	$2.36M	Buy	47,878 +296	+0.6%	+$14.6K	0.23%	107
2023 Q4	$2.25M	Buy	47,582 +3,406	+8%	+$161K	0.21%	117
2023 Q3	$1.83M	Sell	44,176 -139,374	-76%	-$5.77M	0.17%	131
2023 Q2	$8.04M	Buy	183,550 +17,248	+10%	+$755K	0.69%	31
2023 Q1	$6.97M	Buy	166,302 +5,997	+4%	+$251K	0.64%	34
2022 Q4	$6.49M	Buy	160,305 +10,990	+7%	+$445K	0.64%	36
2022 Q3	$5.64M	Buy	149,315 +18,667	+14%	+$706K	0.56%	40
2022 Q2	$5.09M	Sell	130,648 -72,746	-36%	-$2.84M	0.5%	44
2022 Q1	$9.63M	Buy	203,394 +82,002	+68%	+$3.88M	0.6%	30
2021 Q4	$12.4M	Buy	121,392 +10,260	+9%	+$1.05M	0.77%	21
2021 Q3	$11.1M	Buy	111,132 +2,220	+2%	+$222K	0.77%	21
2021 Q2	$11.3M	Buy	108,912 +2,581	+2%	+$269K	0.75%	20
2021 Q1	$10.6M	Buy	106,331 +21,867	+26%	+$2.18M	0.75%	19
2020 Q4	$7.52M	Buy	84,464 +4,900	+6%	+$436K	0.61%	27
2020 Q3	$5.44M	Buy	79,564 +1,658	+2%	+$113K	0.47%	43
2020 Q2	$5.09M	Buy	77,906 +8,167	+12%	+$534K	0.41%	53
2020 Q1	$3.59M	Buy	69,739 +721	+1%	+$37.1K	0.33%	69
2019 Q4	$5.22M	Sell	69,018 -2,470	-3%	-$187K	0.44%	50
2019 Q3	$4.99M	Sell	71,488 -7,417	-9%	-$517K	0.46%	51
2019 Q2	$5.64M	Buy	78,905 +9,415	+14%	+$673K	0.62%	28
2019 Q1	$4.86M	Sell	69,490 -3,239	-4%	-$226K	0.59%	32
2018 Q4	$4.41M	Sell	72,729 -12,417	-15%	-$753K	0.61%	28
2018 Q3	$6.49M	Sell	85,146 -8,728	-9%	-$665K	0.82%	20
2018 Q2	$6.91M	Sell	93,874 -1,495	-2%	-$110K	0.93%	18
2018 Q1	$6.59M	Buy	95,369 +2,769	+3%	+$191K	0.91%	18
2017 Q4	$6.46M	Buy	+92,600	New	+$6.46M	0.98%	17