GPFA
Game Plan Financial Advisors’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 | $4.25M | Sell |
168,014
-7,194
| -4% | -$182K | 1.86% | 20 |
|
|
2025
Q1 | $4.11M | Sell |
175,208
-507
| -0.3% | -$11.9K | 1.99% | 18 |
|
|
2024
Q4 | $4.54M | Buy |
175,715
+93,910
| +115% | +$2.43M | 2.16% | 15 |
|
|
2024
Q3 | $4.21M | Buy |
81,805
+1,071
| +1% | +$55.2K | 2.04% | 16 |
|
|
2024
Q2 | $3.83M | Sell |
80,734
-1,285
| -2% | -$61K | 1.89% | 16 |
|
|
2024
Q1 | $4.04M | Buy |
82,019
+11,345
| +16% | +$559K | 2.04% | 15 |
|
|
2023
Q4 | $3.34M | Buy |
+70,674
| New | +$3.34M | 1.91% | 16 |
|
|
2022
Q4 | $2.8M | Sell |
69,150
-71
| -0.1% | -$2.88K | 2.31% | 15 |
|
|
2022
Q3 | $2.62M | Sell |
69,221
-1,963
| -3% | -$74.2K | 2.21% | 15 |
|
|
2022
Q2 | $2.76M | Sell |
71,184
-4,480
| -6% | -$174K | 2.22% | 15 |
|
|
2022
Q1 | $3.58M | Buy |
75,664
+39,103
| +107% | +$1.85M | 2.14% | 16 |
|
|
2021
Q4 | $3.74M | Buy |
36,561
+2,697
| +8% | +$276K | 2% | 15 |
|
|
2021
Q3 | $3.39M | Buy |
33,864
+349
| +1% | +$34.9K | 2.02% | 14 |
|
|
2021
Q2 | $3.49M | Sell |
33,515
-2,821
| -8% | -$294K | 2.08% | 13 |
|
|
2021
Q1 | $3.64M | Sell |
36,336
-1,106
| -3% | -$111K | 2.35% | 12 |
|
|
2020
Q4 | $3.35M | Buy |
37,442
+83
| +0.2% | +$7.42K | 2.38% | 12 |
|
|
2020
Q3 | $2.55M | Buy |
+37,359
| New | +$2.55M | 2.56% | 14 |
|
|
2020
Q2 | – | Sell |
-32,170
| Closed | -$1.67M | – | 81 |
|
|
2020
Q1 | $1.67M | Sell |
32,170
-2,971
| -8% | -$154K | 1.96% | 20 |
|
|
2019
Q4 | $2.66M | Buy |
+35,141
| New | +$2.66M | 2.49% | 12 |
|