AFA
American Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $9.58M | Buy |
378,799
+2,988
| +0.8% | +$75.6K | 1.34% | 21 |
|
|
2025
Q1 | $8.81M | Sell |
375,811
-9,315
| -2% | -$218K | 1.28% | 22 |
|
|
2024
Q4 | $9.96M | Buy |
385,126
+195,678
| +103% | +$5.06M | 1.4% | 22 |
|
|
2024
Q3 | $9.76M | Sell |
189,448
-3,427
| -2% | -$176K | 1.33% | 22 |
|
|
2024
Q2 | $9.15M | Buy |
192,875
+3,655
| +2% | +$173K | 1.3% | 22 |
|
|
2024
Q1 | $9.32M | Buy |
189,220
+4,292
| +2% | +$211K | 1.31% | 23 |
|
|
2023
Q4 | $8.74M | Sell |
184,928
-3,077
| -2% | -$145K | 1.29% | 24 |
|
|
2023
Q3 | $7.79M | Sell |
188,005
-4,239
| -2% | -$176K | 1.23% | 23 |
|
|
2023
Q2 | $8.42M | Buy |
192,244
+170,896
| +801% | +$7.49M | 1.32% | 24 |
|
|
2023
Q1 | $895K | Buy |
21,348
+7,121
| +50% | +$299K | 0.15% | 58 |
|
|
2022
Q4 | $576K | Buy |
14,227
+1,261
| +10% | +$51.1K | 0.1% | 73 |
|
|
2022
Q3 | $490K | Buy |
12,966
+303
| +2% | +$11.5K | 0.08% | 77 |
|
|
2022
Q2 | $494K | Buy |
12,663
+2,628
| +26% | +$103K | 0.13% | 51 |
|
|
2022
Q1 | $475K | Buy |
10,035
+5,301
| +112% | +$251K | 0.07% | 86 |
|
|
2021
Q4 | $485K | Buy |
4,734
+21
| +0.4% | +$2.15K | 0.06% | 84 |
|
|
2021
Q3 | $472K | Sell |
4,713
-228
| -5% | -$22.8K | 0.06% | 85 |
|
|
2021
Q2 | $515K | Buy |
4,941
+30
| +0.6% | +$3.13K | 0.07% | 85 |
|
|
2021
Q1 | $490K | Buy |
4,911
+7
| +0.1% | +$698 | 0.07% | 85 |
|
|
2020
Q4 | $436K | Sell |
4,904
-121
| -2% | -$10.8K | 0.06% | 84 |
|
|
2020
Q3 | $343K | Sell |
5,025
-77
| -2% | -$5.26K | 0.06% | 81 |
|
|
2020
Q2 | $342K | Buy |
5,102
+86
| +2% | +$5.77K | 0.05% | 79 |
|
|
2020
Q1 | $289K | Buy |
5,016
+6
| +0.1% | +$346 | 0.05% | 80 |
|
|
2019
Q4 | $349K | Buy |
5,010
+280
| +6% | +$19.5K | 0.06% | 69 |
|
|
2019
Q3 | $330K | Buy |
4,730
+36
| +0.8% | +$2.51K | 0.06% | 69 |
|
|
2019
Q2 | $335K | Buy |
4,694
+323
| +7% | +$23.1K | 0.07% | 74 |
|
|
2019
Q1 | $305K | Buy |
4,371
+58
| +1% | +$4.05K | 0.06% | 83 |
|
|
2018
Q4 | $262K | Buy |
+4,313
| New | +$262K | 0.06% | 80 |
|