Goepper Burkhardt’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
Q1 | – | Sell |
-7,974
| Closed | -$206K | – | 99 |
|
|
2024
Q4 | $206K | Sell |
7,974
-1,680
| -17% | -$43.4K | 0.08% | 82 |
|
|
2024
Q3 | $249K | Sell |
9,654
-200
| -2% | -$5.15K | 0.1% | 72 |
|
|
2024
Q2 | $234K | Hold |
9,854
| – | – | 0.11% | 73 |
|
|
2024
Q1 | $237K | Hold |
9,854
| – | – | 0.11% | 73 |
|
|
2023
Q4 | $231K | Sell |
9,854
-18
| -0.2% | -$421 | 0.11% | 73 |
|
|
2023
Q3 | $204K | Hold |
9,872
| – | – | 0.12% | 66 |
|
|
2023
Q2 | $216K | Hold |
9,872
| – | – | 0.13% | 64 |
|
|
2023
Q1 | $207K | Sell |
9,872
-180
| -2% | -$3.77K | 0.14% | 64 |
|
|
2022
Q4 | $204K | Buy |
+10,052
| New | +$204K | 0.14% | 63 |
|
|
2022
Q2 | – | Sell |
-9,992
| Closed | -$237K | – | 66 |
|
|
2022
Q1 | $237K | Hold |
9,992
| – | – | 0.14% | 62 |
|
|
2021
Q4 | $256K | Buy |
9,992
+60
| +0.6% | +$1.54K | 0.15% | 58 |
|
|
2021
Q3 | $249K | Hold |
9,932
| – | – | 0.16% | 59 |
|
|
2021
Q2 | $259K | Sell |
9,932
-6,452
| -39% | -$168K | 0.16% | 58 |
|
|
2021
Q1 | $408K | Sell |
16,384
-2,400
| -13% | -$59.8K | 0.28% | 38 |
|
|
2020
Q4 | $418K | Buy |
+18,784
| New | +$418K | 0.3% | 38 |
|