GFPC
Global Financial Private Client’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 | – | Sell |
-796
| Closed | -$18.7K | – | 1327 |
|
|
2025
Q1 | $18.7K | Hold |
796
| – | – | 0.01% | 461 |
|
|
2024
Q4 | $20.6K | Buy |
796
+398
| +100% | +$10.3K | 0.01% | 428 |
|
|
2024
Q3 | $20.5K | Hold |
398
| – | – | 0.01% | 427 |
|
|
2024
Q2 | $18.9K | Hold |
398
| – | – | 0.01% | 391 |
|
|
2024
Q1 | $19.4K | Hold |
398
| – | – | 0.01% | 400 |
|
|
2023
Q4 | $18.8K | Hold |
398
| – | – | 0.01% | 398 |
|
|
2023
Q3 | $16.3K | Hold |
398
| – | – | 0.01% | 386 |
|
|
2023
Q2 | $17.5K | Hold |
398
| – | – | 0.01% | 382 |
|
|
2023
Q1 | $16.7K | Hold |
398
| – | – | 0.01% | 388 |
|
|
2022
Q4 | $16.1K | Buy |
398
+150
| +60% | +$6.08K | 0.01% | 371 |
|
|
2022
Q3 | $9.62K | Hold |
248
| – | – | 0.01% | 412 |
|
|
2022
Q2 | $9.79K | Hold |
248
| – | – | 0.01% | 402 |
|
|
2022
Q1 | $11.9K | Buy |
248
+124
| +100% | +$5.94K | 0.01% | 387 |
|
|
2021
Q4 | $12.7K | Hold |
124
| – | – | 0.01% | 373 |
|
|
2021
Q3 | $12.6K | Hold |
124
| – | – | 0.01% | 329 |
|
|
2021
Q2 | $13K | Hold |
124
| – | – | 0.01% | 335 |
|
|
2021
Q1 | $12.5K | Hold |
124
| – | – | 0.01% | 299 |
|
|
2020
Q4 | $11K | Buy |
+124
| New | +$11K | 0.01% | 302 |
|
|
2020
Q1 | – | Sell |
-175
| Closed | -$13.2K | – | 560 |
|
|
2019
Q4 | $13.2K | Buy |
+175
| New | +$13.2K | 0.01% | 363 |
|