Guardian Financial Partners’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
Q2 | $2.33M | Buy |
92,061
+9,533
| +12% | +$241K | 1.05% | 24 |
|
|
2025
Q1 | $1.93M | Buy |
82,528
+8,363
| +11% | +$196K | 0.93% | 25 |
|
|
2024
Q4 | $1.92M | Buy |
74,165
+9,181
| +14% | +$237K | 1.14% | 23 |
|
|
2024
Q3 | $1.67M | Buy |
64,984
+4,862
| +8% | +$125K | 1.05% | 24 |
|
|
2024
Q2 | $1.43M | Buy |
60,122
+3,684
| +7% | +$87.4K | 0.95% | 26 |
|
|
2024
Q1 | $1.39M | Buy |
56,438
+1,906
| +3% | +$46.9K | 0.95% | 24 |
|
|
2023
Q4 | $1.29M | Buy |
54,532
+8,946
| +20% | +$211K | 1.06% | 21 |
|
|
2023
Q3 | $944K | Buy |
+45,586
| New | +$944K | 0.89% | 22 |
|
|
2023
Q2 | – | Sell |
-40,022
| Closed | -$839K | – | 27 |
|
|
2023
Q1 | $839K | Buy |
40,022
+1,728
| +5% | +$36.2K | 0.84% | 22 |
|
|
2022
Q4 | $776K | Buy |
38,294
+992
| +3% | +$20.1K | 0.82% | 24 |
|
|
2022
Q3 | $705K | Buy |
37,302
+1,438
| +4% | +$27.2K | 0.82% | 20 |
|
|
2022
Q2 | $699K | Buy |
35,864
+2,608
| +8% | +$50.8K | 0.78% | 17 |
|
|
2022
Q1 | $745K | Buy |
33,256
+992
| +3% | +$22.2K | 0.77% | 17 |
|
|
2021
Q4 | $826K | Buy |
+32,264
| New | +$826K | 0.79% | 17 |
|