KOC
Koss-Olinger Consulting’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $426K | Sell |
16,826
-12
| -0.1% | -$304 | 0.03% | 227 |
|
|
2025
Q1 | $395K | Sell |
16,838
-1,702
| -9% | -$39.9K | 0.03% | 230 |
|
|
2024
Q4 | $479K | Buy |
18,540
+9,236
| +99% | +$239K | 0.04% | 131 |
|
|
2024
Q3 | $479K | Sell |
9,304
-75
| -0.8% | -$3.86K | 0.04% | 166 |
|
|
2024
Q2 | $445K | Buy |
+9,379
| New | +$445K | 0.04% | 161 |
|
|
2024
Q1 | – | Sell |
-12,528
| Closed | -$592K | – | 251 |
|
|
2023
Q4 | $592K | Sell |
12,528
-4,242
| -25% | -$200K | 0.06% | 133 |
|
|
2023
Q3 | $695K | Sell |
16,770
-267
| -2% | -$11.1K | 0.1% | 111 |
|
|
2023
Q2 | $746K | Sell |
17,037
-15
| -0.1% | -$657 | 0.09% | 109 |
|
|
2023
Q1 | $715K | Sell |
17,052
-1,109
| -6% | -$46.5K | 0.09% | 111 |
|
|
2022
Q4 | $736K | Buy |
+18,161
| New | +$736K | 0.11% | 99 |
|