Center for Financial Planning’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 | – | Sell |
-1,497
| Closed | -$35.1K | – | 702 |
|
|
2025
Q1 | $35.1K | Buy |
+1,497
| New | +$35.1K | ﹤0.01% | 325 |
|
|
2023
Q3 | – | Sell |
-16
| Closed | -$351 | – | 563 |
|
|
2023
Q2 | $351 | Hold |
16
| – | – | ﹤0.01% | 546 |
|
|
2023
Q1 | $336 | Hold |
16
| – | – | ﹤0.01% | 511 |
|
|
2022
Q4 | $324 | Hold |
16
| – | – | ﹤0.01% | 519 |
|
|
2022
Q3 | $0 | Hold |
16
| – | – | ﹤0.01% | 678 |
|
|
2022
Q2 | $0 | Hold |
16
| – | – | ﹤0.01% | 558 |
|
|
2022
Q1 | $0 | Buy |
+16
| New | – | ﹤0.01% | 567 |
|
|
2020
Q4 | – | Sell |
-116
| Closed | -$2K | – | 483 |
|
|
2020
Q3 | $2K | Hold |
116
| – | – | ﹤0.01% | 409 |
|
|
2020
Q2 | $2K | Sell |
116
-84
| -42% | -$1.45K | ﹤0.01% | 416 |
|
|
2020
Q1 | $3K | Buy |
200
+84
| +72% | +$1.26K | ﹤0.01% | 473 |
|
|
2019
Q4 | $2K | Buy |
+116
| New | +$2K | ﹤0.01% | 429 |
|