Capital Planning’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
Q1 | – | Sell |
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|
2024
Q4 | $501K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $285K | Buy |
|
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|
2024
Q1 | $263K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $980K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $7.17M | Buy |
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|
2022
Q4 | $5.62M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $6.99M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $1.07M | Sell |
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|
2021
Q2 | $5.72M | Sell |
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|
2021
Q1 | $6.56M | Buy |
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|
2020
Q4 | $3.85M | Buy |
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