Farmers & Merchants Investments Inc’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 | $108K | Sell |
4,288
-218
| -5% | -$5.52K | ﹤0.01% | 358 |
|
|
2025
Q1 | $106K | Hold |
4,506
| – | – | ﹤0.01% | 366 |
|
|
2024
Q4 | $117K | Hold |
4,506
| – | – | ﹤0.01% | 357 |
|
|
2024
Q3 | $116K | Hold |
4,506
| – | – | ﹤0.01% | 363 |
|
|
2024
Q2 | $107K | Buy |
4,506
+218
| +5% | +$5.17K | ﹤0.01% | 360 |
|
|
2024
Q1 | $106K | Hold |
4,288
| – | – | ﹤0.01% | 341 |
|
|
2023
Q4 | $101K | Sell |
4,288
-1,632
| -28% | -$38.5K | ﹤0.01% | 336 |
|
|
2023
Q3 | $123K | Hold |
5,920
| – | – | ﹤0.01% | 315 |
|
|
2023
Q2 | $130K | Sell |
5,920
-480
| -8% | -$10.5K | ﹤0.01% | 316 |
|
|
2023
Q1 | $134K | Hold |
6,400
| – | – | 0.01% | 311 |
|
|
2022
Q4 | $130K | Hold |
6,400
| – | – | 0.01% | 313 |
|
|
2022
Q3 | $121K | Sell |
6,400
-1,038
| -14% | -$19.6K | 0.01% | 318 |
|
|
2022
Q2 | $145K | Buy |
7,438
+1,038
| +16% | +$20.2K | 0.01% | 300 |
|
|
2022
Q1 | $152K | Sell |
6,400
-1,124
| -15% | -$26.7K | 0.01% | 306 |
|
|
2021
Q4 | $193K | Buy |
7,524
+1,124
| +18% | +$28.8K | 0.01% | 294 |
|
|
2021
Q3 | $160K | Hold |
6,400
| – | – | 0.01% | 294 |
|
|
2021
Q2 | $167K | Hold |
6,400
| – | – | 0.01% | 250 |
|
|
2021
Q1 | $159K | Buy |
6,400
+2,112
| +49% | +$52.5K | 0.01% | 243 |
|
|
2020
Q4 | $95K | Hold |
4,288
| – | – | ﹤0.01% | 277 |
|
|
2020
Q3 | $73K | Hold |
4,288
| – | – | ﹤0.01% | 286 |
|
|
2020
Q2 | $70K | Buy |
+4,288
| New | +$70K | ﹤0.01% | 282 |
|