AIA
Armor Investment 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 | $1.28M | Sell |
50,404
-2,394
| -5% | -$60.6K | 0.48% | 46 |
|
2025
Q1 | $1.24M | Hold |
52,798
| – | – | 0.51% | 43 |
|
2024
Q4 | $1.37M | Buy |
52,798
+25,870
| +96% | +$669K | 0.56% | 42 |
|
2024
Q3 | $1.39M | Sell |
26,928
-91
| -0.3% | -$4.69K | 0.57% | 41 |
|
2024
Q2 | $1.28M | Sell |
27,019
-172
| -0.6% | -$8.16K | 0.59% | 44 |
|
2024
Q1 | $1.34M | Sell |
27,191
-580
| -2% | -$28.6K | 0.64% | 43 |
|
2023
Q4 | $1.31M | Sell |
27,771
-8,452
| -23% | -$399K | 0.69% | 42 |
|
2023
Q3 | $1.5M | Sell |
36,223
-2,418
| -6% | -$100K | 0.89% | 39 |
|
2023
Q2 | $1.69M | Sell |
38,641
-106,540
| -73% | -$4.67M | 1.03% | 32 |
|
2023
Q1 | $6.09M | Buy |
145,181
+11,686
| +9% | +$490K | 3.48% | 4 |
|
2022
Q4 | $5.41M | Buy |
133,495
+14,407
| +12% | +$584K | 3.29% | 4 |
|
2022
Q3 | $4.5M | Buy |
119,088
+12,419
| +12% | +$469K | 3.07% | 6 |
|
2022
Q2 | $4.16M | Buy |
106,669
+3,993
| +4% | +$156K | 2.7% | 8 |
|
2022
Q1 | $4.86M | Buy |
102,676
+69,978
| +214% | +$3.31M | 2.75% | 7 |
|
2021
Q4 | $3.35M | Buy |
32,698
+11,733
| +56% | +$1.2M | 1.89% | 13 |
|
2021
Q3 | $2.1M | Sell |
20,965
-841
| -4% | -$84.2K | 1.32% | 25 |
|
2021
Q2 | $2.27M | Buy |
21,806
+3,149
| +17% | +$328K | 1.37% | 23 |
|
2021
Q1 | $1.86M | Buy |
18,657
+560
| +3% | +$55.8K | 1.21% | 29 |
|
2020
Q4 | $1.61M | Buy |
18,097
+1,373
| +8% | +$122K | 1.14% | 32 |
|
2020
Q3 | $1.14M | Buy |
16,724
+1,732
| +12% | +$118K | 0.98% | 35 |
|
2020
Q2 | $980K | Buy |
14,992
+1,517
| +11% | +$99.2K | 0.85% | 38 |
|
2020
Q1 | $694K | Buy |
13,475
+245
| +2% | +$12.6K | 0.71% | 43 |
|
2019
Q4 | $1M | Buy |
13,230
+1,291
| +11% | +$97.7K | 0.78% | 42 |
|
2019
Q3 | $833K | Buy |
11,939
+724
| +6% | +$50.5K | 0.68% | 45 |
|
2019
Q2 | $802K | Buy |
11,215
+2,543
| +29% | +$182K | 0.68% | 47 |
|
2019
Q1 | $606K | Buy |
8,672
+285
| +3% | +$19.9K | 0.52% | 56 |
|
2018
Q4 | $509K | Buy |
8,387
+800
| +11% | +$48.6K | 0.52% | 56 |
|
2018
Q3 | $578K | Buy |
7,587
+315
| +4% | +$24K | 0.51% | 57 |
|
2018
Q2 | $535K | Buy |
7,272
+232
| +3% | +$17.1K | 0.48% | 59 |
|
2018
Q1 | $487K | Buy |
7,040
+1,825
| +35% | +$126K | 0.44% | 61 |
|
2017
Q4 | $364K | Buy |
5,215
+300
| +6% | +$20.9K | 0.33% | 69 |
|
2017
Q3 | $331K | Buy |
4,915
+300
| +7% | +$20.2K | 0.31% | 73 |
|
2017
Q2 | $295K | Buy |
4,615
+50
| +1% | +$3.2K | 0.29% | 77 |
|
2017
Q1 | $288K | Buy |
4,565
+1
| +0% | +$63 | 0.29% | 79 |
|
2016
Q4 | $281K | Buy |
+4,564
| New | +$281K | 0.29% | 77 |
|