Creative 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
Q2 | $119M | Buy |
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|
2025
Q1 | $107M | Buy |
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|
2024
Q4 | $117M | Sell |
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|
2024
Q3 | $120M | Sell |
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|
2024
Q2 | $112M | Sell |
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|
2024
Q1 | $119M | Sell |
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|
2023
Q4 | $119M | Buy |
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|
2023
Q3 | $101M | Buy |
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|
2023
Q2 | $81.4M | Buy |
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|
2023
Q1 | $75.2M | Sell |
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|
2022
Q4 | $72.8M | Buy |
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|
2022
Q3 | $65.1M | Buy |
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|
2022
Q2 | $60.1M | Buy |
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|
2022
Q1 | $60M | Buy |
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|
2021
Q4 | $61M | Sell |
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|
2021
Q3 | $62.9M | Buy |
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|
2021
Q2 | $59.2M | Sell |
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|
2021
Q1 | $57.9M | Buy |
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|
2020
Q4 | $50.8M | Sell |
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|
2020
Q3 | $39.1M | Buy |
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|
2020
Q2 | $30.3M | Buy |
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|
2020
Q1 | $18.5M | Buy |
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|
2019
Q4 | $14.7M | Buy |
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|
2019
Q3 | $12.6M | Buy |
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|
2019
Q2 | $11.3M | Buy |
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|
2019
Q1 | $6.12M | Buy |
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|
2018
Q4 | $4.54M | Buy |
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|
2018
Q3 | $5.6M | Sell |
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|
2018
Q2 | $5.99M | Buy |
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|
2018
Q1 | $4.68M | Buy |
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|
2017
Q4 | $4.49M | Buy |
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|
2017
Q3 | $3.76M | Sell |
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|
2017
Q2 | $8.4M | Buy |
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|
2017
Q1 | $3M | Buy |
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|
2016
Q4 | $1.49M | Buy |
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|
2016
Q3 | $933K | Buy |
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|
2016
Q2 | $348K | Buy |
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|
2016
Q1 | $99K | Sell |
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|
2015
Q4 | $100K | Sell |
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|
2015
Q3 | $102K | Buy |
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|
2015
Q2 | – | Sell |
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|
2015
Q1 | $105K | Sell |
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|
2014
Q4 | $148K | Buy |
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|
2014
Q3 | $82K | Buy |
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|
2014
Q2 | $58K | Buy |
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|
2014
Q1 | $16K | Buy |
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|
2013
Q4 | $11K | Hold |
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|
2013
Q3 | $10K | Buy |
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