NFP Retirement Inc’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 | $3.9M | Hold |
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|
2025
Q2 | $3.9M | Sell |
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|
2025
Q1 | $4.86M | Buy |
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|
2024
Q4 | $5.13M | Buy |
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|
2024
Q3 | $4.86M | Sell |
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|
2024
Q2 | $5.4M | Sell |
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|
2024
Q1 | $5.84M | Sell |
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|
2023
Q4 | $5.85M | Buy |
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|
2023
Q3 | $4.84M | Sell |
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|
2023
Q2 | $5.96M | Buy |
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|
2023
Q1 | $5.41M | Buy |
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|
2022
Q4 | $5.03M | Buy |
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|
2022
Q3 | $3.68M | Buy |
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|
2022
Q2 | $3.24M | Buy |
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|
2022
Q1 | $3.56M | Buy |
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|
2021
Q4 | $3.82M | Buy |
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|
2021
Q3 | $3.47M | Sell |
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|
2021
Q2 | $3.67M | Buy |
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|
2021
Q1 | $2.52M | Buy |
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|
2020
Q4 | $2.17M | Sell |
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|
2020
Q3 | $1.7M | Sell |
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|
2020
Q2 | $1.78M | Buy |
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|
2020
Q1 | $1.15M | Buy |
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|
2019
Q4 | $1.57M | Buy |
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