Larson Financial 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $2.45M | Sell |
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|
2025
Q2 | $2.53M | Sell |
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|
2025
Q1 | $2.43M | Sell |
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|
2024
Q4 | $3M | Buy |
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|
2024
Q3 | $2.77M | Sell |
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|
2024
Q2 | $2.68M | Buy |
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|
2024
Q1 | $2.75M | Sell |
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|
2023
Q4 | $2.97M | Buy |
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|
2023
Q3 | $2.33M | Sell |
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|
2023
Q2 | $2.58M | Sell |
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|
2023
Q1 | $2.49M | Sell |
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|
2022
Q4 | $2.53M | Buy |
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|
2022
Q3 | $287K | Buy |
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|
2022
Q2 | $164K | Buy |
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|
2022
Q1 | $150K | Buy |
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|
2021
Q4 | $119K | Buy |
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|
2021
Q3 | $111K | Buy |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $115K | Buy |
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|
2020
Q4 | $92K | Sell |
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|
2020
Q3 | $135K | Sell |
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|
2020
Q2 | $165K | Sell |
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|
2020
Q1 | $148K | Sell |
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|
2019
Q4 | $334K | Buy |
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|
2019
Q3 | $262K | Buy |
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|
2019
Q2 | $260K | Buy |
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|
2019
Q1 | $202K | Sell |
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|
2018
Q4 | $213K | Buy |
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|
2018
Q3 | $255K | Sell |
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|
2018
Q2 | $265K | Sell |
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|
2018
Q1 | $274K | Sell |
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|
2017
Q4 | $389K | Buy |
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