Hurlow Wealth Management Group’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 | $998K | Sell |
39,442
-29,756
| -43% | -$753K | 0.28% | 39 |
|
|
2025
Q1 | $1.62M | Buy |
69,198
+7,245
| +12% | +$170K | 0.51% | 30 |
|
|
2024
Q4 | $1.6M | Sell |
61,953
-853
| -1% | -$22.1K | 0.5% | 32 |
|
|
2024
Q3 | $1.62M | Sell |
62,806
-3,644
| -5% | -$93.8K | 0.5% | 31 |
|
|
2024
Q2 | $1.58M | Buy |
66,450
+168
| +0.3% | +$3.99K | 0.54% | 29 |
|
|
2024
Q1 | $1.63M | Sell |
66,282
-2,508
| -4% | -$61.7K | 0.58% | 30 |
|
|
2023
Q4 | $1.62M | Sell |
68,790
-204
| -0.3% | -$4.82K | 0.62% | 29 |
|
|
2023
Q3 | $1.43M | Sell |
68,994
-654
| -0.9% | -$13.5K | 0.62% | 28 |
|
|
2023
Q2 | $1.53M | Sell |
69,648
-296
| -0.4% | -$6.48K | 0.65% | 27 |
|
|
2023
Q1 | $1.47M | Sell |
69,944
-714
| -1% | -$15K | 0.68% | 26 |
|
|
2022
Q4 | $1.43M | Sell |
70,658
-17,428
| -20% | -$353K | 0.75% | 26 |
|
|
2022
Q3 | $1.67M | Buy |
88,086
+21,736
| +33% | +$411K | 0.97% | 25 |
|
|
2022
Q2 | $1.29M | Sell |
66,350
-52
| -0.1% | -$1.01K | 0.75% | 26 |
|
|
2022
Q1 | $1.57M | Sell |
66,402
-5,586
| -8% | -$132K | 0.96% | 21 |
|
|
2021
Q4 | $1.67M | Buy |
71,988
+4,904
| +7% | +$113K | 1.31% | 17 |
|
|
2021
Q3 | $1.68M | Sell |
67,084
-408
| -0.6% | -$10.2K | 1% | 19 |
|
|
2021
Q2 | $1.76M | Sell |
67,492
-1,848
| -3% | -$48.1K | 1.16% | 17 |
|
|
2021
Q1 | $1.73M | Sell |
69,340
-2,876
| -4% | -$71.7K | 1.25% | 17 |
|
|
2020
Q4 | $1.61M | Sell |
72,216
-6,764
| -9% | -$151K | 1.26% | 17 |
|
|
2020
Q3 | $1.35M | Sell |
78,980
-9,136
| -10% | -$156K | 1.24% | 17 |
|
|
2020
Q2 | $1.41M | Sell |
88,116
-56,388
| -39% | -$905K | 1.36% | 17 |
|
|
2020
Q1 | $1.93M | Buy |
144,504
+13,004
| +10% | +$174K | 2.06% | 13 |
|
|
2019
Q4 | $2.51M | Sell |
131,500
-11,020
| -8% | -$210K | 2.45% | 13 |
|
|
2019
Q3 | $2.45M | Sell |
142,520
-10,976
| -7% | -$189K | 2.61% | 13 |
|
|
2019
Q2 | $2.75M | Buy |
153,496
+3,732
| +2% | +$66.8K | 2.89% | 13 |
|
|
2019
Q1 | $2.71M | Buy |
149,764
+668
| +0.4% | +$12.1K | 2.91% | 12 |
|
|
2018
Q4 | $2.49M | Buy |
+149,096
| New | +$2.49M | 3.01% | 13 |
|