Kavar Capital Partners Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $8.05M | Buy |
276,989
+8,317
| +3% | +$249K | 1.01% | 30 |
|
|
2025
Q4 | $7.65M | Buy |
268,672
+6,557
| +3% | +$185K | 1.05% | 30 |
|
|
2025
Q3 | $7.31M | Buy |
262,115
+17,932
| +7% | +$479K | 0.98% | 30 |
|
|
2025
Q2 | $6.18M | Buy |
244,183
+11,435
| +5% | +$270K | 0.89% | 36 |
|
|
2025
Q1 | $5.45M | Buy |
232,748
+10,785
| +5% | +$275K | 0.91% | 35 |
|
|
2024
Q4 | $5.74M | Sell |
221,963
-355
| -0.2% | -$9.45K | 0.97% | 28 |
|
|
2024
Q3 | $5.72M | Buy |
222,318
+3,422
| +2% | +$85K | 0.91% | 33 |
|
|
2024
Q2 | $5.19M | Buy |
218,896
+686
| +0.3% | +$16.3K | 0.94% | 32 |
|
|
2024
Q1 | $5.37M | Sell |
218,210
-214,926
| -50% | -$5.04M | 0.99% | 29 |
|
|
2023
Q4 | $10.2M | Buy |
433,136
+221,384
| +105% | +$4.67M | 1.14% | 31 |
|
|
2023
Q3 | $4.39M | Buy |
211,752
+1,364
| +0.6% | +$29.9K | 0.95% | 36 |
|
|
2023
Q2 | $4.61M | Sell |
210,388
-41,042
| -16% | -$855K | 0.98% | 34 |
|
|
2023
Q1 | $5.27M | Sell |
251,430
-17,500
| -7% | -$376K | 1.14% | 28 |
|
|
2022
Q4 | $5.45M | Sell |
268,930
-4,706
| -2% | -$96.4K | 1.26% | 24 |
|
|
2022
Q3 | $5.17M | Buy |
273,636
+1,390
| +0.5% | +$29.1K | 1.32% | 21 |
|
|
2022
Q2 | $5.31M | Buy |
272,246
+22,514
| +9% | +$481K | 1.23% | 24 |
|
|
2022
Q1 | $5.91M | Buy |
249,732
+7,996
| +3% | +$189K | 1.28% | 22 |
|
|
2021
Q4 | $6.19M | Buy |
241,736
+14,160
| +6% | +$366K | 1.29% | 24 |
|
|
2021
Q3 | $5.7M | Buy |
227,576
+10,080
| +5% | +$256K | 1.3% | 22 |
|
|
2021
Q2 | $5.67M | Buy |
217,496
+12,624
| +6% | +$323K | 1.37% | 22 |
|
|
2021
Q1 | $5.11M | Buy |
204,872
+17,900
| +10% | +$440K | 1.38% | 23 |
|
|
2020
Q4 | $4.16M | Buy |
186,972
+8,048
| +4% | +$160K | 1.2% | 25 |
|
|
2020
Q3 | $3.06M | Buy |
178,924
+7,848
| +5% | +$135K | 1.03% | 30 |
|
|
2020
Q2 | $2.79M | Buy |
171,076
+3,432
| +2% | +$51.4K | 1.07% | 31 |
|
|
2020
Q1 | $2.16M | Sell |
167,644
-43,124
| -20% | -$733K | 1.04% | 31 |
|
|
2019
Q4 | $3.99M | Buy |
210,768
+25,628
| +14% | +$464K | 1.48% | 19 |
|
|
2019
Q3 | $3.23M | Buy |
185,140
+46,616
| +34% | +$823K | 1.26% | 24 |
|
|
2019
Q2 | $2.48M | Buy |
138,524
+33,380
| +32% | +$590K | 0.97% | 37 |
|
|
2019
Q1 | $1.84M | Buy |
105,144
+36,528
| +53% | +$625K | 0.82% | 48 |
|
|
2018
Q4 | $1.04M | Buy |
+68,616
| New | +$1.16M | 0.56% | 63 |
|
|
2018
Q3 | – | Sell |
-220
| Closed | -$4K | – | 323 |
|
|
2018
Q2 | $4K | Hold |
220
| – | – | ﹤0.01% | 382 |
|
|
2018
Q1 | $4K | Buy |
+220
| New | +$3.88K | ﹤0.01% | 379 |
|
|
2016
Q1 | – | Sell |
-216
| Closed | -$2K | – | 333 |
|
|
2015
Q4 | $2K | Buy |
216
+48
| +29% | +$641 | ﹤0.01% | 364 |
|
|
2015
Q3 | $2K | Hold |
168
| – | – | ﹤0.01% | 364 |
|
|
2015
Q2 | $2K | Buy |
+168
| New | +$2.44K | ﹤0.01% | 396 |
|
|
2014
Q3 | – | Sell |
-14,852
| Closed | -$204K | – | 131 |
|
|
2014
Q2 | $204K | Sell |
14,852
-3,560
| -19% | -$46.9K | 0.17% | 128 |
|
|
2014
Q1 | $246K | Buy |
18,412
+1,388
| +8% | +$18.4K | 0.2% | 116 |
|
|
2013
Q4 | $223K | Buy |
+17,024
| New | +$214K | 0.2% | 111 |
|
Other funds holding SCHA
AA
