Game Plan Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.25M | Sell |
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|
2025
Q1 | $4.11M | Sell |
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|
2024
Q4 | $4.54M | Buy |
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|
2024
Q3 | $4.21M | Buy |
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|
2024
Q2 | $3.83M | Sell |
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|
2024
Q1 | $4.04M | Buy |
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|
2023
Q4 | $3.34M | Buy |
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|
2022
Q4 | $2.8M | Sell |
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|
2022
Q3 | $2.62M | Sell |
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|
2022
Q2 | $2.76M | Sell |
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|
2022
Q1 | $3.58M | Buy |
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|
2021
Q4 | $3.74M | Buy |
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|
2021
Q3 | $3.39M | Buy |
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|
2021
Q2 | $3.49M | Sell |
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|
2021
Q1 | $3.64M | Sell |
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|
2020
Q4 | $3.35M | Buy |
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|
2020
Q3 | $2.55M | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.67M | Sell |
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|
2019
Q4 | $2.66M | Buy |
|