LifePlan Financial’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 | $734K | Buy |
29,009
+25
| +0.1% | +$633 | 0.61% | 49 |
|
|
2025
Q1 | $679K | Buy |
28,984
+1,769
| +7% | +$41.4K | 0.59% | 50 |
|
|
2024
Q4 | $704K | Sell |
27,215
-1,857
| -6% | -$48K | 0.62% | 48 |
|
|
2024
Q3 | $749K | Sell |
29,072
-598
| -2% | -$15.4K | 0.64% | 46 |
|
|
2024
Q2 | $704K | Buy |
29,670
+724
| +3% | +$17.2K | 0.65% | 48 |
|
|
2024
Q1 | $713K | Buy |
28,946
+774
| +3% | +$19.1K | 0.65% | 49 |
|
|
2023
Q4 | $665K | Buy |
+28,172
| New | +$665K | 0.67% | 48 |
|