Larson Financial Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Larson Financial Group’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$2.53M	Sell	99,830 -4,027	-4%	-$102K	0.1%	185
2025 Q1	$2.43M	Sell	103,857 -12,197	-11%	-$286K	0.12%	158
2024 Q4	$3M	Buy	116,054 +8,418	+8%	+$218K	0.16%	121
2024 Q3	$2.77M	Sell	107,636 -5,472	-5%	-$141K	0.16%	119
2024 Q2	$2.68M	Buy	113,108 +1,346	+1%	+$31.9K	0.18%	100
2024 Q1	$2.75M	Sell	111,762 -14,162	-11%	-$349K	0.21%	89
2023 Q4	$2.97M	Buy	125,924 +13,204	+12%	+$312K	0.26%	69
2023 Q3	$2.33M	Sell	112,720 -4,866	-4%	-$101K	0.23%	85
2023 Q2	$2.58M	Sell	117,586 -1,122	-0.9%	-$24.6K	0.26%	77
2023 Q1	$2.49M	Sell	118,708 -6,424	-5%	-$135K	0.27%	72
2022 Q4	$2.53M	Buy	125,132 +109,960	+725%	+$2.23M	0.3%	66
2022 Q3	$287K	Buy	15,172 +6,782	+81%	+$128K	0.04%	232
2022 Q2	$164K	Buy	8,390 +2,056	+32%	+$40.2K	0.03%	209
2022 Q1	$150K	Buy	6,334 +1,670	+36%	+$39.5K	0.02%	228
2021 Q4	$119K	Buy	4,664 +212	+5%	+$5.41K	0.02%	250
2021 Q3	$111K	Buy	4,452 +176	+4%	+$4.39K	0.02%	200
2021 Q2	$111K	Sell	4,276 -344	-7%	-$8.93K	0.03%	176
2021 Q1	$115K	Buy	4,620 +500	+12%	+$12.4K	0.03%	163
2020 Q4	$92K	Sell	4,120 -3,776	-48%	-$84.3K	0.03%	143
2020 Q3	$135K	Sell	7,896 -2,196	-22%	-$37.5K	0.06%	110
2020 Q2	$165K	Sell	10,092 -1,380	-12%	-$22.6K	0.08%	109
2020 Q1	$148K	Sell	11,472 -6,200	-35%	-$80K	0.09%	86
2019 Q4	$334K	Buy	17,672 +2,624	+17%	+$49.6K	0.19%	61
2019 Q3	$262K	Buy	15,048 +524	+4%	+$9.12K	0.17%	62
2019 Q2	$260K	Buy	14,524 +2,944	+25%	+$52.7K	0.19%	49
2019 Q1	$202K	Sell	11,580 -2,488	-18%	-$43.4K	0.16%	56
2018 Q4	$213K	Buy	14,068 +704	+5%	+$10.7K	0.2%	52
2018 Q3	$255K	Sell	13,364 -1,032	-7%	-$19.7K	0.29%	38
2018 Q2	$265K	Sell	14,396 -1,480	-9%	-$27.2K	0.31%	38
2018 Q1	$274K	Sell	15,876 -6,408	-29%	-$111K	0.32%	38
2017 Q4	$389K	Buy	+22,284	New	+$389K	0.33%	50