Holistic Financial Partners’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
Q3 | $271K | Sell |
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|
2025
Q2 | $249K | Sell |
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|
2025
Q1 | $232K | Sell |
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|
2024
Q4 | $334K | Buy |
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|
2024
Q3 | $333K | Buy |
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|
2024
Q2 | $305K | Hold |
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|
2024
Q1 | $316K | Sell |
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|
2023
Q4 | $345K | Sell |
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|
2023
Q3 | $389K | Sell |
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|
2023
Q2 | $938K | Sell |
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|
2023
Q1 | $1.17M | Sell |
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|
2022
Q4 | $6.5M | Buy |
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|
2022
Q3 | $6M | Buy |
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|
2022
Q2 | $6.14M | Sell |
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|
2022
Q1 | $7.57M | Sell |
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|
2021
Q4 | $8.23M | Buy |
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|
2021
Q3 | $7.96M | Buy |
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|
2021
Q2 | $7.84M | Buy |
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|
2021
Q1 | $7.46M | Sell |
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|
2020
Q4 | $6.92M | Buy |
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|
2020
Q3 | $5.27M | Buy |
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|
2020
Q2 | $4.62M | Buy |
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|
2020
Q1 | $3.25M | Buy |
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|
2019
Q4 | $4.71M | Buy |
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|
2019
Q3 | $4.13M | Buy |
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|
2019
Q2 | $2.85M | Buy |
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|
2019
Q1 | $2.61M | Buy |
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|
2018
Q4 | $2.05M | Buy |
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|
2018
Q3 | $2.24M | Buy |
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|
2018
Q2 | $1.62M | Buy |
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|
2018
Q1 | $1.21M | Buy |
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|
2017
Q4 | $864K | Buy |
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