Asset Planning Services Inc’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
Q3 | $825K | Buy |
|
|||||
|
2025
Q2 | $719K | Sell |
|
|||||
|
2025
Q1 | $710K | Sell |
|
|||||
|
2024
Q4 | $792K | Buy |
|
|||||
|
2024
Q3 | $774K | Buy |
|
|||||
|
2024
Q2 | $685K | Buy |
|
|||||
|
2024
Q1 | $671K | Sell |
|
|||||
|
2023
Q4 | $681K | Sell |
|
|||||
|
2023
Q3 | $615K | Sell |
|
|||||
|
2023
Q2 | $661K | Buy |
|
|||||
|
2023
Q1 | $612K | Buy |
|
|||||
|
2022
Q4 | $564K | Hold |
|
|||||
|
2022
Q3 | $526K | Sell |
|
|||||
|
2022
Q2 | $560K | Sell |
|
|||||
|
2022
Q1 | $699K | Sell |
|
|||||
|
2021
Q4 | $896K | Buy |
|
|||||
|
2021
Q3 | $858K | Hold |
|
|||||
|
2021
Q2 | $893K | Buy |
|
|||||
|
2021
Q1 | $851K | Sell |
|
|||||
|
2020
Q4 | $833K | Sell |
|
|||||
|
2020
Q3 | $643K | Sell |
|
|||||
|
2020
Q2 | $824K | Sell |
|
|||||
|
2020
Q1 | $657K | Sell |
|
|||||
|
2019
Q4 | $967K | Buy |
|
|||||
|
2019
Q3 | $874K | Buy |
|
|||||
|
2019
Q2 | $872K | Buy |
|
|||||
|
2019
Q1 | $845K | Sell |
|
|||||
|
2018
Q4 | $750K | Buy |
|
|||||
|
2018
Q3 | $927K | Buy |
|
|||||
|
2018
Q2 | $878K | Buy |
|
|||||
|
2018
Q1 | $770K | Buy |
|
|||||
|
2017
Q4 | $764K | Buy |
|
|||||
|
2017
Q3 | $618K | Buy |
|
|||||
|
2017
Q2 | $475K | Hold |
|
|||||
|
2017
Q1 | $468K | Sell |
|
|||||
|
2016
Q4 | $467K | Buy |
|