LIA
LBMC Investment Advisors’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 | $500K | Hold |
19,766
| – | – | 0.04% | 127 |
|
|
2025
Q1 | $463K | Sell |
19,766
-185
| -0.9% | -$4.34K | 0.04% | 126 |
|
|
2024
Q4 | $516K | Buy |
19,951
+9,978
| +100% | +$258K | 0.04% | 117 |
|
|
2024
Q3 | $514K | Sell |
9,973
-144
| -1% | -$7.42K | 0.04% | 112 |
|
|
2024
Q2 | $480K | Hold |
10,117
| – | – | 0.04% | 107 |
|
|
2024
Q1 | $498K | Buy |
10,117
+1
| +0% | +$49 | 0.04% | 104 |
|
|
2023
Q4 | $478K | Buy |
10,116
+2
| +0% | +$94 | 0.05% | 96 |
|
|
2023
Q3 | $406K | Sell |
10,114
-385
| -4% | -$15.4K | 0.04% | 104 |
|
|
2023
Q2 | $460K | Buy |
10,499
+1
| +0% | +$44 | 0.05% | 102 |
|
|
2023
Q1 | $440K | Hold |
10,498
| – | – | 0.04% | 103 |
|
|
2022
Q4 | $425K | Buy |
10,498
+479
| +5% | +$19.4K | 0.04% | 103 |
|
|
2022
Q3 | $379K | Sell |
10,019
-1,669
| -14% | -$63.1K | 0.04% | 102 |
|
|
2022
Q2 | $456K | Buy |
11,688
+3,610
| +45% | +$141K | 0.05% | 85 |
|
|
2022
Q1 | $383K | Buy |
8,078
+4,039
| +100% | +$192K | 0.03% | 104 |
|
|
2021
Q4 | $414K | Sell |
4,039
-11,041
| -73% | -$1.13M | 0.04% | 108 |
|
|
2021
Q3 | $402 | Buy |
15,080
+11,263
| +295% | +$300 | 0.04% | 105 |
|
|
2021
Q2 | $398K | Sell |
3,817
-383
| -9% | -$39.9K | 0.04% | 105 |
|
|
2021
Q1 | $419K | Buy |
4,200
+554
| +15% | +$55.3K | 0.04% | 87 |
|
|
2020
Q4 | $324K | Buy |
3,646
+360
| +11% | +$32K | 0.04% | 94 |
|
|
2020
Q3 | $225K | Hold |
3,286
| – | – | 0.03% | 105 |
|
|
2020
Q2 | $215K | Buy |
+3,286
| New | +$215K | 0.03% | 94 |
|
|
2020
Q1 | – | Sell |
-3,286
| Closed | -$249K | – | 103 |
|
|
2019
Q4 | $249K | Hold |
3,286
| – | – | 0.04% | 85 |
|
|
2019
Q3 | $229K | Hold |
3,286
| – | – | 0.03% | 83 |
|
|
2019
Q2 | $235K | Hold |
3,286
| – | – | 0.04% | 87 |
|
|
2019
Q1 | $230K | Buy |
+3,286
| New | +$230K | 0.04% | 87 |
|
|
2018
Q4 | – | Sell |
-3,286
| Closed | -$250K | – | 98 |
|
|
2018
Q3 | $250K | Buy |
3,286
+73
| +2% | +$5.55K | 0.04% | 90 |
|
|
2018
Q2 | $236K | Buy |
+3,213
| New | +$236K | 0.04% | 91 |
|