Kelman-Lazarov Inc’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 | $1.62M | Buy |
63,901
+47,022
| +279% | +$1.19M | 0.26% | 40 |
|
|
2025
Q1 | $395K | Buy |
16,879
+1,577
| +10% | +$37K | 0.07% | 81 |
|
|
2024
Q4 | $396K | Hold |
15,302
| – | – | 0.07% | 81 |
|
|
2024
Q3 | $394K | Sell |
15,302
-216
| -1% | -$5.56K | 0.07% | 80 |
|
|
2024
Q2 | $368K | Sell |
15,518
-502
| -3% | -$11.9K | 0.07% | 79 |
|
|
2024
Q1 | $394K | Buy |
16,020
+706
| +5% | +$17.4K | 0.08% | 78 |
|
|
2023
Q4 | $362K | Sell |
15,314
-396
| -3% | -$9.35K | 0.08% | 79 |
|
|
2023
Q3 | $325K | Sell |
15,710
-942
| -6% | -$19.5K | 0.08% | 76 |
|
|
2023
Q2 | $365K | Buy |
16,652
+6,656
| +67% | +$146K | 0.09% | 76 |
|
|
2023
Q1 | $210K | Buy |
+9,996
| New | +$210K | 0.05% | 93 |
|