Keeler & Nadler Financial Planning & Wealth Management’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 | $861K | Buy |
34,024
+190
| +0.6% | +$4.81K | 0.34% | 42 |
|
|
2025
Q1 | $794K | Sell |
33,834
-481
| -1% | -$11.3K | 0.36% | 38 |
|
|
2024
Q4 | $887K | Sell |
34,315
-5,331
| -13% | -$138K | 0.42% | 34 |
|
|
2024
Q3 | $1.02M | Sell |
39,646
-990
| -2% | -$25.5K | 0.5% | 31 |
|
|
2024
Q2 | $964K | Sell |
40,636
-2,496
| -6% | -$59.2K | 0.53% | 31 |
|
|
2024
Q1 | $1.06M | Sell |
43,132
-5,264
| -11% | -$130K | 0.64% | 31 |
|
|
2023
Q4 | $1.14M | Buy |
+48,396
| New | +$1.14M | 0.83% | 24 |
|
|
2022
Q4 | $1.03M | Buy |
+50,984
| New | +$1.03M | 0.94% | 23 |
|
|
2021
Q4 | $1.23M | Buy |
+47,960
| New | +$1.23M | 1.13% | 23 |
|