Boltwood Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.78M | Buy |
110,065
+14,327
| +15% | +$362K | 0.79% | 32 |
|
|
2025
Q1 | $2.24M | Buy |
95,738
+8,292
| +9% | +$194K | 0.68% | 40 |
|
|
2024
Q4 | $2.26M | Sell |
87,446
-570
| -0.6% | -$14.7K | 0.69% | 40 |
|
|
2024
Q3 | $2.27M | Buy |
88,016
+2,210
| +3% | +$56.9K | 0.67% | 42 |
|
|
2024
Q2 | $2.04M | Sell |
85,806
-2,940
| -3% | -$69.8K | 0.64% | 44 |
|
|
2024
Q1 | $2.18M | Buy |
88,746
+4,738
| +6% | +$117K | 0.68% | 42 |
|
|
2023
Q4 | $1.98M | Buy |
84,008
+11,020
| +15% | +$260K | 0.66% | 42 |
|
|
2023
Q3 | $1.51M | Buy |
72,988
+4,540
| +7% | +$94K | 0.56% | 48 |
|
|
2023
Q2 | $1.5M | Buy |
68,448
+17,600
| +35% | +$385K | 0.54% | 50 |
|
|
2023
Q1 | $1.07M | Sell |
50,848
-1,842
| -3% | -$38.6K | 0.4% | 68 |
|
|
2022
Q4 | $1.07M | Buy |
52,690
+7,444
| +16% | +$151K | 0.43% | 65 |
|
|
2022
Q3 | $855K | Buy |
45,246
+3,396
| +8% | +$64.2K | 0.39% | 70 |
|
|
2022
Q2 | $816K | Buy |
41,850
+3,848
| +10% | +$75K | 0.35% | 85 |
|
|
2022
Q1 | $900K | Buy |
38,002
+11,030
| +41% | +$261K | 0.35% | 87 |
|
|
2021
Q4 | $690K | Buy |
26,972
+3,152
| +13% | +$80.6K | 0.25% | 96 |
|
|
2021
Q3 | $596K | Buy |
23,820
+4,240
| +22% | +$106K | 0.24% | 103 |
|
|
2021
Q2 | $510K | Buy |
19,580
+3,180
| +19% | +$82.8K | 0.21% | 109 |
|
|
2021
Q1 | $409K | Buy |
16,400
+100
| +0.6% | +$2.49K | 0.18% | 115 |
|
|
2020
Q4 | $363K | Buy |
16,300
+800
| +5% | +$17.8K | 0.18% | 114 |
|
|
2020
Q3 | $265K | Buy |
15,500
+200
| +1% | +$3.42K | 0.15% | 127 |
|
|
2020
Q2 | $250K | Sell |
15,300
-8,700
| -36% | -$142K | 0.15% | 116 |
|
|
2020
Q1 | $309K | Sell |
24,000
-38,180
| -61% | -$492K | 0.22% | 109 |
|
|
2019
Q4 | $1.18M | Buy |
62,180
+24,076
| +63% | +$455K | 0.66% | 49 |
|
|
2019
Q3 | $664K | Buy |
38,104
+4,500
| +13% | +$78.4K | 0.42% | 80 |
|
|
2019
Q2 | $600K | Buy |
33,604
+2,280
| +7% | +$40.7K | 0.38% | 82 |
|
|
2019
Q1 | $548K | Sell |
31,324
-10,912
| -26% | -$191K | 0.36% | 82 |
|
|
2018
Q4 | $640K | Sell |
42,236
-1,128
| -3% | -$17.1K | 0.44% | 74 |
|
|
2018
Q3 | $825K | Buy |
43,364
+4,584
| +12% | +$87.2K | 0.49% | 69 |
|
|
2018
Q2 | $713K | Buy |
38,780
+4,760
| +14% | +$87.5K | 0.46% | 74 |
|
|
2018
Q1 | $588K | Hold |
34,020
| – | – | 0.4% | 80 |
|
|
2017
Q4 | $593K | Buy |
34,020
+600
| +2% | +$10.5K | 0.36% | 83 |
|
|
2017
Q3 | $562K | Buy |
33,420
+2,700
| +9% | +$45.4K | 0.37% | 82 |
|
|
2017
Q2 | $490K | Hold |
30,720
| – | – | 0.33% | 88 |
|
|
2017
Q1 | $483K | Hold |
30,720
| – | – | 0.34% | 86 |
|
|
2016
Q4 | $472K | Hold |
30,720
| – | – | 0.36% | 85 |
|
|
2016
Q3 | $442K | Buy |
30,720
+2,872
| +10% | +$41.3K | 0.35% | 84 |
|
|
2016
Q2 | $376K | Buy |
27,848
+4,068
| +17% | +$54.9K | 0.31% | 83 |
|
|
2016
Q1 | $309K | Buy |
23,780
+2,108
| +10% | +$27.4K | 0.27% | 90 |
|
|
2015
Q4 | $282K | Buy |
+21,672
| New | +$282K | 0.26% | 87 |
|