Gainplan’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
Sell
-8,701
Closed -$204K 58
2025
Q1
$204K Sell
8,701
-291
-3% -$6.82K 0.13% 43
2024
Q4
$233K Sell
8,992
-66
-0.7% -$1.71K 0.09% 41
2024
Q3
$215K Hold
9,058
0.1% 47
2024
Q2
$215K Sell
9,058
-96
-1% -$2.28K 0.1% 46
2024
Q1
$225K Buy
9,154
+112
+1% +$2.76K 0.11% 57
2023
Q4
$214K Sell
9,042
-840
-9% -$19.8K 0.11% 42
2023
Q3
$205K Buy
9,882
+232
+2% +$4.81K 0.28% 39
2023
Q2
$211K Sell
9,650
-50
-0.5% -$1.1K 0.11% 40
2023
Q1
$203K Sell
9,700
-318
-3% -$6.67K 0.13% 38
2022
Q4
$203K Buy
+10,018
New +$203K 0.48% 34
2022
Q3
Sell
-10,784
Closed -$211K 37
2022
Q2
$211K Sell
10,784
-410
-4% -$8.02K 0.14% 35
2022
Q1
$265K Sell
11,194
-2,414
-18% -$57.1K 0.2% 36
2021
Q4
$348K Sell
13,608
-576
-4% -$14.7K 0.15% 39
2021
Q3
$355K Sell
14,184
-304
-2% -$7.61K 0.16% 36
2021
Q2
$377K Sell
14,488
-856
-6% -$22.3K 0.15% 54
2021
Q1
$381K Sell
15,344
-1,504
-9% -$37.3K 0.17% 46
2020
Q4
$375K Sell
16,848
-1,940
-10% -$43.2K 0.2% 33
2020
Q3
$321K Sell
18,788
-608
-3% -$10.4K 0.47% 29
2020
Q2
$317K Sell
19,396
-2,216
-10% -$36.2K 0.21% 32
2020
Q1
$278K Sell
21,612
-63,828
-75% -$821K 0.31% 21
2019
Q4
$1.62M Sell
85,440
-51,084
-37% -$966K 0.85% 12
2019
Q3
$2.38M Buy
136,524
+49,128
+56% +$856K 1.43% 6
2019
Q2
$1.56M Buy
87,396
+54,004
+162% +$965K 0.94% 6
2019
Q1
$584K Buy
+33,392
New +$584K 0.66% 11