BFG
Bouchey Financial Group’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 | $7.42M | Sell |
293,419
-2,175
| -0.7% | -$55K | 0.62% | 23 |
|
|
2025
Q1 | $6.93M | Sell |
295,594
-36,140
| -11% | -$847K | 0.62% | 24 |
|
|
2024
Q4 | $8.58M | Buy |
331,734
+161,619
| +95% | +$4.18M | 0.75% | 22 |
|
|
2024
Q3 | $8.76M | Sell |
170,115
-1,588
| -0.9% | -$81.8K | 0.78% | 24 |
|
|
2024
Q2 | $8.15M | Sell |
171,703
-1,232
| -0.7% | -$58.5K | 0.77% | 24 |
|
|
2024
Q1 | $8.52M | Sell |
172,935
-3,562
| -2% | -$175K | 0.84% | 25 |
|
|
2023
Q4 | $8.34M | Sell |
176,497
-105,283
| -37% | -$4.97M | 0.89% | 25 |
|
|
2023
Q3 | $11.7M | Sell |
281,780
-9,258
| -3% | -$383K | 1.43% | 20 |
|
|
2023
Q2 | $12.7M | Sell |
291,038
-6,737
| -2% | -$295K | 1.54% | 20 |
|
|
2023
Q1 | $12.5M | Sell |
297,775
-8,818
| -3% | -$370K | 1.65% | 17 |
|
|
2022
Q4 | $12.4M | Sell |
306,593
-33,376
| -10% | -$1.35M | 1.79% | 18 |
|
|
2022
Q3 | $12.9M | Sell |
339,969
-6,758
| -2% | -$255K | 1.88% | 19 |
|
|
2022
Q2 | $13.5M | Buy |
346,727
+3,771
| +1% | +$147K | 2.17% | 15 |
|
|
2022
Q1 | $16.2M | Buy |
342,956
+181,176
| +112% | +$8.58M | 2.18% | 15 |
|
|
2021
Q4 | $16.6M | Buy |
161,780
+4,077
| +3% | +$417K | 2.23% | 13 |
|
|
2021
Q3 | $15.8M | Buy |
157,703
+5,166
| +3% | +$517K | 2.19% | 16 |
|
|
2021
Q2 | $15.9M | Buy |
152,537
+3,840
| +3% | +$400K | 2.53% | 14 |
|
|
2021
Q1 | $14.8M | Buy |
148,697
+3,181
| +2% | +$317K | 2.39% | 15 |
|
|
2020
Q4 | $13M | Buy |
145,516
+812
| +0.6% | +$72.3K | 2.22% | 15 |
|
|
2020
Q3 | $9.89M | Buy |
144,704
+6,278
| +5% | +$429K | 1.91% | 16 |
|
|
2020
Q2 | $9.05M | Buy |
138,426
+968
| +0.7% | +$63.3K | 1.91% | 15 |
|
|
2020
Q1 | $7.08M | Buy |
137,458
+336
| +0.2% | +$17.3K | 1.88% | 16 |
|
|
2019
Q4 | $10.4M | Buy |
137,122
+4,855
| +4% | +$367K | 2.37% | 14 |
|
|
2019
Q3 | $9.22M | Buy |
132,267
+901
| +0.7% | +$62.8K | 2.2% | 14 |
|
|
2019
Q2 | $9.39M | Buy |
131,366
+4,908
| +4% | +$351K | 2.29% | 13 |
|
|
2019
Q1 | $8.84M | Sell |
126,458
-1,398
| -1% | -$97.8K | 2.21% | 11 |
|
|
2018
Q4 | $7.76M | Buy |
+127,856
| New | +$7.76M | 2.21% | 12 |
|
|
2018
Q1 | – | Sell |
-77,002
| Closed | -$5.37M | – | 72 |
|
|
2017
Q4 | $5.37M | Sell |
77,002
-333
| -0.4% | -$23.2K | 1.55% | 21 |
|
|
2017
Q3 | $5.21M | Sell |
77,335
-189
| -0.2% | -$12.7K | 1.63% | 21 |
|
|
2017
Q2 | $4.96M | Sell |
77,524
-785
| -1% | -$50.2K | 1.59% | 22 |
|
|
2017
Q1 | $4.93M | Sell |
78,309
-996
| -1% | -$62.7K | 1.71% | 22 |
|
|
2016
Q4 | $4.88M | Sell |
79,305
-2,156
| -3% | -$133K | 2.02% | 20 |
|
|
2016
Q3 | $4.69M | Sell |
81,461
-17,476
| -18% | -$1.01M | 1.83% | 20 |
|
|
2016
Q2 | $5.35M | Sell |
98,937
-3,484
| -3% | -$188K | 2.16% | 19 |
|
|
2016
Q1 | $5.33M | Sell |
102,421
-3,079
| -3% | -$160K | 2.26% | 19 |
|
|
2015
Q4 | $5.5M | Sell |
105,500
-11,230
| -10% | -$585K | 2.38% | 18 |
|
|
2015
Q3 | $5.93M | Buy |
116,730
+3,271
| +3% | +$166K | 2.85% | 15 |
|
|
2015
Q2 | $6.52M | Buy |
113,459
+4,505
| +4% | +$259K | 2.78% | 15 |
|
|
2015
Q1 | $6.27M | Buy |
108,954
+2,761
| +3% | +$159K | 2.83% | 13 |
|
|
2014
Q4 | $5.85M | Buy |
106,193
+6,372
| +6% | +$351K | 2.75% | 12 |
|
|
2014
Q3 | $5.13M | Buy |
99,821
+3,254
| +3% | +$167K | 2.6% | 15 |
|
|
2014
Q2 | $5.29M | Buy |
96,567
+13,569
| +16% | +$744K | 2.83% | 11 |
|
|
2014
Q1 | $4.45M | Sell |
82,998
-461
| -0.6% | -$24.7K | 2.7% | 10 |
|
|
2013
Q4 | $4.46M | Buy |
+83,459
| New | +$4.46M | 3.14% | 8 |
|