Ironwood Wealth Management (Arizona)’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 | $2.37M | Buy |
93,624
+39,406
| +73% | +$997K | 0.86% | 18 |
|
|
2025
Q1 | $1.27M | Sell |
54,218
-478
| -0.9% | -$11.2K | 0.39% | 21 |
|
|
2024
Q4 | $1.41M | Sell |
54,696
-1,682
| -3% | -$43.5K | 0.44% | 21 |
|
|
2024
Q3 | $1.45M | Sell |
56,378
-604
| -1% | -$15.6K | 0.44% | 22 |
|
|
2024
Q2 | $1.35M | Buy |
56,982
+924
| +2% | +$21.9K | 0.44% | 22 |
|
|
2024
Q1 | $1.38M | Sell |
56,058
-1,622
| -3% | -$39.9K | 0.45% | 22 |
|
|
2023
Q4 | $1.36M | Sell |
57,680
-92,066
| -61% | -$2.17M | 0.45% | 22 |
|
|
2023
Q3 | $3.1M | Sell |
149,746
-3,296
| -2% | -$68.3K | 1.27% | 20 |
|
|
2023
Q2 | $3.35M | Sell |
153,042
-52
| -0% | -$1.14K | 1.25% | 19 |
|
|
2023
Q1 | $3.21M | Sell |
153,094
-10,986
| -7% | -$230K | 1.27% | 18 |
|
|
2022
Q4 | $3.32M | Buy |
164,080
+110,550
| +207% | +$2.24M | 1.39% | 17 |
|
|
2022
Q3 | $1.04M | Hold |
53,530
| – | – | 0.47% | 20 |
|
|
2022
Q2 | $1.04M | Buy |
53,530
+1,122
| +2% | +$21.9K | 0.47% | 20 |
|
|
2022
Q1 | $1.24M | Sell |
52,408
-1,500
| -3% | -$35.5K | 0.51% | 21 |
|
|
2021
Q4 | $1.38M | Buy |
53,908
+868
| +2% | +$22.2K | 0.6% | 18 |
|
|
2021
Q3 | $1.33M | Buy |
53,040
+144
| +0.3% | +$3.6K | 0.62% | 18 |
|
|
2021
Q2 | $1.38M | Sell |
52,896
-16,336
| -24% | -$425K | 0.79% | 18 |
|
|
2021
Q1 | $1.73M | Sell |
69,232
-31,164
| -31% | -$776K | 1.11% | 16 |
|
|
2020
Q4 | $2.23M | Sell |
100,396
-17,612
| -15% | -$392K | 1.39% | 12 |
|
|
2020
Q3 | $1.93M | Hold |
118,008
| – | – | 1.43% | 13 |
|
|
2020
Q2 | $1.93M | Sell |
118,008
-47,460
| -29% | -$775K | 1.43% | 13 |
|
|
2020
Q1 | $2.13M | Sell |
165,468
-149,424
| -47% | -$1.92M | 1.79% | 14 |
|
|
2019
Q4 | $5.96M | Sell |
314,892
-7,960
| -2% | -$151K | 4.15% | 10 |
|
|
2019
Q3 | $5.63M | Buy |
322,852
+980
| +0.3% | +$17.1K | 4.2% | 10 |
|
|
2019
Q2 | $5.75M | Buy |
321,872
+10,552
| +3% | +$189K | 4.4% | 9 |
|
|
2019
Q1 | $5.44M | Buy |
311,320
+12,840
| +4% | +$224K | 4.64% | 8 |
|
|
2018
Q4 | $4.53M | Sell |
298,480
-21,264
| -7% | -$323K | 4.36% | 8 |
|
|
2018
Q3 | $6.09M | Buy |
319,744
+41,632
| +15% | +$793K | 5.38% | 7 |
|
|
2018
Q2 | $5.12M | Buy |
+278,112
| New | +$5.12M | 4.8% | 7 |
|
|
2017
Q3 | $3.04M | Buy |
+180,664
| New | +$3.04M | 2.85% | 10 |
|