FIC
Family Investment Center’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 | $820K | Sell |
32,408
-4,800
| -13% | -$121K | 0.19% | 35 |
|
|
2025
Q1 | $872K | Sell |
37,208
-2,298
| -6% | -$53.8K | 0.21% | 39 |
|
|
2024
Q4 | $1.02M | Buy |
39,506
+17,675
| +81% | +$457K | 0.26% | 37 |
|
|
2024
Q3 | $1.12M | Sell |
21,831
-505
| -2% | -$26K | 0.28% | 30 |
|
|
2024
Q2 | $1.06M | Sell |
22,336
-3,596
| -14% | -$171K | 0.32% | 31 |
|
|
2024
Q1 | $1.28M | Sell |
25,932
-17,077
| -40% | -$841K | 0.41% | 30 |
|
|
2023
Q4 | $2.03M | Sell |
43,009
-4,404
| -9% | -$208K | 1.02% | 17 |
|
|
2023
Q3 | $1.96M | Sell |
47,413
-3,287
| -6% | -$136K | 1.19% | 16 |
|
|
2023
Q2 | $2.22M | Sell |
50,700
-4,339
| -8% | -$190K | 1.42% | 14 |
|
|
2023
Q1 | $2.31M | Buy |
55,039
+302
| +0.6% | +$12.7K | 1.59% | 12 |
|
|
2022
Q4 | $2.22M | Buy |
+54,737
| New | +$2.22M | 1.62% | 14 |
|