DHJJ Financial Advisors’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 | $3.43M | Buy |
135,622
+5,008
| +4% | +$127K | 1.24% | 15 |
|
|
2025
Q1 | $3.06M | Sell |
130,614
-1,811
| -1% | -$42.4K | 1.23% | 14 |
|
|
2024
Q4 | $3.42M | Sell |
132,425
-3,631
| -3% | -$93.9K | 1.33% | 14 |
|
|
2024
Q3 | $3.5M | Buy |
136,056
+920
| +0.7% | +$23.7K | 1.39% | 13 |
|
|
2024
Q2 | $3.21M | Sell |
135,136
-3,566
| -3% | -$84.6K | 1.35% | 14 |
|
|
2024
Q1 | $3.41M | Sell |
138,702
-4,450
| -3% | -$110K | 1.51% | 12 |
|
|
2023
Q4 | $3.38M | Sell |
143,152
-2,462
| -2% | -$58.2K | 1.58% | 12 |
|
|
2023
Q3 | $3.02M | Buy |
145,614
+2,606
| +2% | +$54K | 1.53% | 12 |
|
|
2023
Q2 | $3.13M | Buy |
143,008
+9,816
| +7% | +$215K | 1.63% | 13 |
|
|
2023
Q1 | $2.79M | Buy |
133,192
+7,544
| +6% | +$158K | 1.52% | 15 |
|
|
2022
Q4 | $2.54M | Sell |
125,648
-25,728
| -17% | -$519K | 1.45% | 15 |
|
|
2022
Q3 | $2.86M | Buy |
151,376
+1,108
| +0.7% | +$20.9K | 1.67% | 14 |
|
|
2022
Q2 | $2.94M | Buy |
150,268
+5,042
| +3% | +$98.5K | 1.64% | 15 |
|
|
2022
Q1 | $3.48M | Buy |
145,226
+9,394
| +7% | +$225K | 1.67% | 15 |
|
|
2021
Q4 | $3.48M | Buy |
135,832
+8,544
| +7% | +$219K | 1.63% | 15 |
|
|
2021
Q3 | $3.19M | Buy |
127,288
+7,272
| +6% | +$182K | 1.65% | 15 |
|
|
2021
Q2 | $3.11M | Buy |
120,016
+5,236
| +5% | +$136K | 1.64% | 17 |
|
|
2021
Q1 | $2.86M | Buy |
114,780
+3,360
| +3% | +$83.8K | 1.66% | 17 |
|
|
2020
Q4 | $2.48M | Buy |
+111,420
| New | +$2.48M | 1.56% | 17 |
|