Avantax Planning Partners’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 | $958K | Buy |
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|
2025
Q2 | $654K | Buy |
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|
2025
Q1 | $589K | Sell |
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|
2024
Q4 | $667K | Sell |
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|
2024
Q3 | $666K | Sell |
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|
2024
Q2 | $824K | Buy |
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|
2024
Q1 | $821K | Buy |
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|
2023
Q4 | $605K | Sell |
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|
2023
Q3 | $532K | Buy |
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|
2023
Q2 | $512K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $492K | Buy |
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|
2022
Q3 | $400K | Sell |
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|
2022
Q2 | $442K | Sell |
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|
2022
Q1 | $561K | Sell |
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|
2021
Q4 | $626K | Buy |
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|
2021
Q3 | $506K | Buy |
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|
2021
Q2 | $525K | Buy |
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|
2021
Q1 | $499K | Sell |
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|
2020
Q4 | $452K | Sell |
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|
2020
Q3 | $435K | Sell |
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|
2020
Q2 | $437K | Sell |
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|
2020
Q1 | $586K | Buy |
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|
2019
Q4 | $452K | Buy |
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|
2019
Q3 | $383K | Buy |
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|
2019
Q2 | $394K | Buy |
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|
2019
Q1 | $374K | Sell |
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|
2018
Q4 | $1.52M | Buy |
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|
2018
Q3 | $122K | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $131K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $1.11M | Sell |
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|
2016
Q4 | $1.12M | Buy |
|