Goepper Burkhardt’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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $206K | Sell |
|
|||||
|
2024
Q3 | $249K | Sell |
|
|||||
|
2024
Q2 | $234K | Hold |
|
|||||
|
2024
Q1 | $237K | Hold |
|
|||||
|
2023
Q4 | $231K | Sell |
|
|||||
|
2023
Q3 | $204K | Hold |
|
|||||
|
2023
Q2 | $216K | Hold |
|
|||||
|
2023
Q1 | $207K | Sell |
|
|||||
|
2022
Q4 | $204K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $237K | Hold |
|
|||||
|
2021
Q4 | $256K | Buy |
|
|||||
|
2021
Q3 | $249K | Hold |
|
|||||
|
2021
Q2 | $259K | Sell |
|
|||||
|
2021
Q1 | $408K | Sell |
|
|||||
|
2020
Q4 | $418K | Buy |
|