FFN
Focus Financial Network’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 | $10.9M | Buy |
431,489
+21,268
| +5% | +$538K | 0.43% | 45 |
|
|
2025
Q1 | $9.61M | Sell |
410,221
-4,381
| -1% | -$103K | 0.39% | 49 |
|
|
2024
Q4 | $10.7M | Buy |
414,602
+204,296
| +97% | +$5.28M | 0.43% | 45 |
|
|
2024
Q3 | $10.8M | Sell |
210,306
-4,798
| -2% | -$247K | 0.44% | 44 |
|
|
2024
Q2 | $11M | Buy |
215,104
+1,050
| +0.5% | +$53.6K | 0.47% | 43 |
|
|
2024
Q1 | $9.68M | Buy |
214,054
+213
| +0.1% | +$9.64K | 0.47% | 42 |
|
|
2023
Q4 | $10.1M | Sell |
213,841
-75,820
| -26% | -$3.58M | 0.38% | 56 |
|
|
2023
Q3 | $12M | Buy |
289,661
+923
| +0.3% | +$38.2K | 0.68% | 31 |
|
|
2023
Q2 | $12.6M | Sell |
288,738
-1,284
| -0.4% | -$56.2K | 0.7% | 29 |
|
|
2023
Q1 | $12.2M | Buy |
+290,022
| New | +$12.2M | 0.76% | 26 |
|
|
2021
Q1 | – | Sell |
-112,614
| Closed | -$10M | – | 512 |
|
|
2020
Q4 | $10M | Buy |
112,614
+2,894
| +3% | +$258K | 0.89% | 27 |
|
|
2020
Q3 | $7.5M | Buy |
109,720
+20,446
| +23% | +$1.4M | 0.7% | 33 |
|
|
2020
Q2 | $5.83M | Sell |
89,274
-23,371
| -21% | -$1.53M | 0.65% | 35 |
|
|
2020
Q1 | $5.8M | Sell |
112,645
-39,035
| -26% | -$2.01M | 0.78% | 33 |
|
|
2019
Q4 | $11.5M | Sell |
151,680
-9,747
| -6% | -$737K | 1.41% | 14 |
|
|
2019
Q3 | $11.3M | Buy |
161,427
+9,079
| +6% | +$633K | 1.56% | 12 |
|
|
2019
Q2 | $10.9M | Buy |
152,348
+3,920
| +3% | +$281K | 1.62% | 12 |
|
|
2019
Q1 | $10.4M | Buy |
+148,428
| New | +$10.4M | 1.66% | 12 |
|