American Financial Advisors’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $11.3M | Sell |
389,669
-2,834
| -0.7% | -$85K | 1.51% | 21 |
|
|
2025
Q4 | $11.2M | Buy |
392,503
+20,495
| +6% | +$579K | 1.44% | 21 |
|
|
2025
Q3 | $10.4M | Sell |
372,008
-6,791
| -2% | -$182K | 1.34% | 21 |
|
|
2025
Q2 | $9.58M | Buy |
378,799
+2,988
| +0.8% | +$70.6K | 1.34% | 21 |
|
|
2025
Q1 | $8.81M | Sell |
375,811
-9,315
| -2% | -$237K | 1.28% | 22 |
|
|
2024
Q4 | $9.96M | Buy |
385,126
+6,230
| +2% | +$166K | 1.4% | 22 |
|
|
2024
Q3 | $9.76M | Sell |
378,896
-6,854
| -2% | -$170K | 1.33% | 22 |
|
|
2024
Q2 | $9.15M | Buy |
385,750
+7,310
| +2% | +$173K | 1.3% | 22 |
|
|
2024
Q1 | $9.32M | Buy |
378,440
+8,584
| +2% | +$201K | 1.31% | 23 |
|
|
2023
Q4 | $8.74M | Sell |
369,856
-6,154
| -2% | -$130K | 1.29% | 24 |
|
|
2023
Q3 | $7.79M | Sell |
376,010
-8,478
| -2% | -$186K | 1.23% | 23 |
|
|
2023
Q2 | $8.42M | Buy |
384,488
+341,792
| +801% | +$7.12M | 1.32% | 24 |
|
|
2023
Q1 | $895K | Buy |
42,696
+14,242
| +50% | +$306K | 0.15% | 58 |
|
|
2022
Q4 | $576K | Buy |
28,454
+2,522
| +10% | +$51.7K | 0.1% | 73 |
|
|
2022
Q3 | $490K | Buy |
25,932
+606
| +2% | +$12.7K | 0.08% | 77 |
|
|
2022
Q2 | $494K | Buy |
25,326
+5,256
| +26% | +$112K | 0.13% | 51 |
|
|
2022
Q1 | $475K | Buy |
20,070
+1,134
| +6% | +$26.8K | 0.07% | 86 |
|
|
2021
Q4 | $485K | Buy |
18,936
+84
| +0.4% | +$2.17K | 0.06% | 84 |
|
|
2021
Q3 | $472K | Sell |
18,852
-912
| -5% | -$23.2K | 0.06% | 85 |
|
|
2021
Q2 | $515K | Buy |
19,764
+120
| +0.6% | +$3.07K | 0.07% | 85 |
|
|
2021
Q1 | $490K | Buy |
19,644
+28
| +0.1% | +$689 | 0.07% | 85 |
|
|
2020
Q4 | $436K | Sell |
19,616
-484
| -2% | -$9.64K | 0.06% | 84 |
|
|
2020
Q3 | $343K | Sell |
20,100
-308
| -2% | -$5.3K | 0.06% | 81 |
|
|
2020
Q2 | $342K | Buy |
20,408
+344
| +2% | +$5.15K | 0.05% | 79 |
|
|
2020
Q1 | $289K | Buy |
20,064
+24
| +0.1% | +$408 | 0.05% | 80 |
|
|
2019
Q4 | $349K | Buy |
20,040
+1,120
| +6% | +$20.3K | 0.06% | 69 |
|
|
2019
Q3 | $330K | Buy |
18,920
+144
| +0.8% | +$2.54K | 0.06% | 69 |
|
|
2019
Q2 | $335K | Buy |
18,776
+1,292
| +7% | +$22.8K | 0.07% | 74 |
|
|
2019
Q1 | $305K | Buy |
17,484
+232
| +1% | +$3.97K | 0.06% | 83 |
|
|
2018
Q4 | $262K | Buy |
+17,252
| New | +$292K | 0.06% | 80 |
|
Other funds holding SCHA
AA
