Avantax Planning Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Avantax Planning Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$654K	Buy	25,851 +704	+3%	+$17.8K	0.02%	236
2025 Q1	$589K	Sell	25,147 -654	-3%	-$15.3K	0.02%	231
2024 Q4	$667K	Sell	25,801 -73	-0.3%	-$1.89K	0.02%	214
2024 Q3	$666K	Sell	25,874 -8,866	-26%	-$228K	0.02%	217
2024 Q2	$824K	Buy	34,740 +1,376	+4%	+$32.6K	0.03%	223
2024 Q1	$821K	Buy	33,364 +7,752	+30%	+$191K	0.03%	222
2023 Q4	$605K	Sell	25,612 -86	-0.3%	-$2.03K	0.02%	221
2023 Q3	$532K	Buy	25,698 +2,302	+10%	+$47.7K	0.02%	219
2023 Q2	$512K	Sell	23,396 -696	-3%	-$15.2K	0.02%	231
2023 Q1	$505K	Sell	24,092 -190	-0.8%	-$3.98K	0.02%	230
2022 Q4	$492K	Buy	24,282 +3,108	+15%	+$63K	0.02%	234
2022 Q3	$400K	Sell	21,174 -1,520	-7%	-$28.7K	0.02%	248
2022 Q2	$442K	Sell	22,694 -1,016	-4%	-$19.8K	0.02%	226
2022 Q1	$561K	Sell	23,710 -746	-3%	-$17.7K	0.02%	216
2021 Q4	$626K	Buy	24,456 +4,232	+21%	+$108K	0.03%	197
2021 Q3	$506K	Buy	20,224 +80	+0.4%	+$2K	0.02%	194
2021 Q2	$525K	Buy	20,144 +116	+0.6%	+$3.02K	0.02%	189
2021 Q1	$499K	Sell	20,028 -292	-1%	-$7.28K	0.03%	187
2020 Q4	$452K	Sell	20,320 -5,136	-20%	-$114K	0.02%	191
2020 Q3	$435K	Sell	25,456 -1,280	-5%	-$21.9K	0.02%	192
2020 Q2	$437K	Sell	26,736 -18,764	-41%	-$307K	0.02%	186
2020 Q1	$586K	Buy	45,500 +21,584	+90%	+$278K	0.04%	142
2019 Q4	$452K	Buy	23,916 +1,932	+9%	+$36.5K	0.03%	185
2019 Q3	$383K	Buy	21,984 +8	+0%	+$139	0.02%	205
2019 Q2	$394K	Buy	21,976 +592	+3%	+$10.6K	0.03%	198
2019 Q1	$374K	Sell	21,384 -79,004	-79%	-$1.38M	0.03%	204
2018 Q4	$1.52M	Buy	100,388 +93,968	+1,464%	+$1.43M	0.11%	74
2018 Q3	$122K	Buy	+6,420	New	+$122K	0.01%	309
2018 Q2	–	Sell	-7,600	Closed	-$131K	–	1234
2018 Q1	$131K	Buy	+7,600	New	+$131K	0.01%	357
2017 Q2	–	Sell	-70,816	Closed	-$1.12M	–	345
2017 Q1	$1.12M	Sell	70,816 -2,028	-3%	-$31.9K	0.1%	89
2016 Q4	$1.12M	Buy	+72,844	New	+$1.12M	0.12%	82