Nikulski 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 | $4.85M | Buy |
191,864
+10,972
| +6% | +$278K | 1.33% | 20 |
|
|
2025
Q1 | $4.24M | Buy |
180,892
+1,354
| +0.8% | +$31.7K | 1.28% | 20 |
|
|
2024
Q4 | $4.64M | Buy |
179,538
+3,266
| +2% | +$84.5K | 1.36% | 19 |
|
|
2024
Q3 | $4.54M | Buy |
176,272
+2,528
| +1% | +$65.1K | 1.36% | 21 |
|
|
2024
Q2 | $4.12M | Buy |
173,744
+696
| +0.4% | +$16.5K | 1.31% | 22 |
|
|
2024
Q1 | $4.26M | Buy |
173,048
+792
| +0.5% | +$19.5K | 1.41% | 21 |
|
|
2023
Q4 | $4.07M | Buy |
172,256
+10,030
| +6% | +$237K | 1.49% | 19 |
|
|
2023
Q3 | $3.36M | Buy |
162,226
+3,836
| +2% | +$79.4K | 1.39% | 21 |
|
|
2023
Q2 | $3.47M | Buy |
158,390
+3,040
| +2% | +$66.6K | 1.43% | 21 |
|
|
2023
Q1 | $3.26M | Sell |
155,350
-608
| -0.4% | -$12.7K | 1.44% | 22 |
|
|
2022
Q4 | $3.16M | Buy |
155,958
+4,350
| +3% | +$88.1K | 1.51% | 21 |
|
|
2022
Q3 | $2.87M | Buy |
151,608
+2,066
| +1% | +$39K | 1.48% | 20 |
|
|
2022
Q2 | $2.92M | Sell |
149,542
-202
| -0.1% | -$3.94K | 1.45% | 20 |
|
|
2022
Q1 | $3.55M | Buy |
149,744
+1,120
| +0.8% | +$26.5K | 1.5% | 20 |
|
|
2021
Q4 | $3.81M | Buy |
148,624
+448
| +0.3% | +$11.5K | 1.59% | 19 |
|
|
2021
Q3 | $3.71M | Sell |
148,176
-776
| -0.5% | -$19.4K | 1.71% | 18 |
|
|
2021
Q2 | $3.77M | Sell |
148,952
-6,784
| -4% | -$172K | 1.76% | 17 |
|
|
2021
Q1 | $3.88M | Buy |
155,736
+4,576
| +3% | +$114K | 1.99% | 12 |
|
|
2020
Q4 | $3.36M | Sell |
151,160
-1,568
| -1% | -$34.9K | 1.84% | 14 |
|
|
2020
Q3 | $2.61M | Buy |
152,728
+768
| +0.5% | +$13.1K | 1.65% | 16 |
|
|
2020
Q2 | $2.48M | Sell |
151,960
-8,524
| -5% | -$139K | 1.74% | 16 |
|
|
2020
Q1 | $2.07M | Sell |
160,484
-15,444
| -9% | -$199K | 1.8% | 19 |
|
|
2019
Q4 | $3.29M | Buy |
175,928
+12,136
| +7% | +$227K | 2.38% | 14 |
|
|
2019
Q3 | $2.83M | Sell |
163,792
-4,088
| -2% | -$70.7K | 2.36% | 14 |
|
|
2019
Q2 | $3M | Sell |
167,880
-1,300
| -0.8% | -$23.2K | 2.53% | 13 |
|
|
2019
Q1 | $2.96M | Sell |
169,180
-30,720
| -15% | -$537K | 2.88% | 8 |
|
|
2018
Q4 | $3.03M | Sell |
199,900
-10,364
| -5% | -$157K | 3.18% | 9 |
|
|
2018
Q3 | $3.58M | Buy |
210,264
+16,988
| +9% | +$289K | 3.34% | 7 |
|
|
2018
Q2 | $3.56M | Buy |
193,276
+7,244
| +4% | +$133K | 3.28% | 7 |
|
|
2018
Q1 | $3.22M | Buy |
186,032
+11,272
| +6% | +$195K | 3.19% | 9 |
|
|
2017
Q4 | $3.05M | Buy |
+174,760
| New | +$3.05M | 3.29% | 10 |
|