Mark Sheptoff Financial Planning’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	$1.92K	Hold	76	–	–	﹤0.01%	473
2025 Q1	$1.78K	Hold	76	–	–	﹤0.01%	411
2024 Q4	$1.97K	Hold	76	–	–	﹤0.01%	397
2024 Q3	$1.96K	Hold	76	–	–	﹤0.01%	393
2024 Q2	$1.8K	Hold	76	–	–	﹤0.01%	393
2024 Q1	$1.87K	Hold	76	–	–	﹤0.01%	360
2023 Q4	$1.8K	Hold	76	–	–	﹤0.01%	359
2023 Q3	$1.57K	Hold	76	–	–	﹤0.01%	345
2023 Q2	$1.66K	Hold	76	–	–	﹤0.01%	353
2023 Q1	$1.59K	Hold	76	–	–	﹤0.01%	350
2022 Q4	$1.54K	Sell	76 -24	-24%	-$486	﹤0.01%	357
2022 Q3	$2K	Hold	100	–	–	﹤0.01%	332
2022 Q2	$2K	Hold	100	–	–	﹤0.01%	343
2022 Q1	$2K	Hold	100	–	–	﹤0.01%	388
2021 Q4	$3K	Hold	100	–	–	﹤0.01%	398
2021 Q3	$3K	Hold	100	–	–	﹤0.01%	360
2021 Q2	$3K	Hold	100	–	–	﹤0.01%	386
2021 Q1	$2K	Hold	100	–	–	﹤0.01%	352
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	330
2020 Q3	$2K	Hold	100	–	–	﹤0.01%	302
2020 Q2	$2K	Hold	100	–	–	﹤0.01%	329
2020 Q1	$1K	Buy	+100	New	+$1K	﹤0.01%	330
2019 Q3	–	Sell	-556	Closed	-$10K	–	384
2019 Q2	$10K	Hold	556	–	–	0.01%	265
2019 Q1	$10K	Hold	556	–	–	0.01%	265
2018 Q4	$8K	Hold	556	–	–	0.01%	257
2018 Q3	$11K	Hold	556	–	–	0.01%	283
2018 Q2	$10K	Hold	556	–	–	0.01%	281
2018 Q1	$10K	Hold	556	–	–	0.01%	287
2017 Q4	$10K	Hold	556	–	–	0.01%	283
2017 Q3	$9K	Buy	+556	New	+$9K	0.01%	301