Hantz Financial Services’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 | $29K | Buy |
1,137
+600
| +112% | +$15.3K | ﹤0.01% | 1141 |
|
2025
Q1 | $13K | Buy |
537
+2
| +0.4% | +$48 | ﹤0.01% | 910 |
|
2024
Q4 | $14K | Buy |
535
+85
| +19% | +$2.22K | ﹤0.01% | 787 |
|
2024
Q3 | $12K | Hold |
450
| – | – | ﹤0.01% | 776 |
|
2024
Q2 | $11K | Sell |
450
-80
| -15% | -$1.96K | ﹤0.01% | 790 |
|
2024
Q1 | $13K | Sell |
530
-572
| -52% | -$14K | ﹤0.01% | 798 |
|
2023
Q4 | $26K | Buy |
1,102
+472
| +75% | +$11.1K | ﹤0.01% | 704 |
|
2023
Q3 | $13K | Buy |
630
+34
| +6% | +$702 | ﹤0.01% | 773 |
|
2023
Q2 | $13K | Hold |
596
| – | – | ﹤0.01% | 755 |
|
2023
Q1 | $13K | Sell |
596
-18
| -3% | -$393 | ﹤0.01% | 753 |
|
2022
Q4 | $12K | Sell |
614
-22
| -3% | -$430 | ﹤0.01% | 731 |
|
2022
Q3 | $12K | Buy |
636
+56
| +10% | +$1.06K | ﹤0.01% | 721 |
|
2022
Q2 | $11K | Sell |
580
-612
| -51% | -$11.6K | ﹤0.01% | 733 |
|
2022
Q1 | $28K | Sell |
1,192
-332
| -22% | -$7.8K | ﹤0.01% | 659 |
|
2021
Q4 | $39K | Buy |
1,524
+944
| +163% | +$24.2K | ﹤0.01% | 576 |
|
2021
Q3 | $15K | Sell |
580
-176
| -23% | -$4.55K | ﹤0.01% | 647 |
|
2021
Q2 | $20K | Buy |
756
+116
| +18% | +$3.07K | ﹤0.01% | 617 |
|
2021
Q1 | $16K | Buy |
640
+60
| +10% | +$1.5K | ﹤0.01% | 572 |
|
2020
Q4 | $13K | Hold |
580
| – | – | ﹤0.01% | 531 |
|
2020
Q3 | $10K | Hold |
580
| – | – | ﹤0.01% | 496 |
|
2020
Q2 | $9K | Hold |
580
| – | – | ﹤0.01% | 482 |
|
2020
Q1 | $7K | Buy |
+580
| New | +$7K | ﹤0.01% | 462 |
|