NA
Nottingham 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 | $204K | Sell |
8,068
-1,548
| -16% | -$39.2K | 0.03% | 106 |
|
|
2025
Q1 | $225K | Buy |
9,616
+67
| +0.7% | +$1.57K | 0.03% | 106 |
|
|
2024
Q4 | $247K | Buy |
9,549
+3,549
| +59% | +$91.8K | 0.03% | 116 |
|
|
2024
Q3 | $309K | Hold |
6,000
| – | – | 0.03% | 119 |
|
|
2024
Q2 | $285K | Hold |
6,000
| – | – | 0.03% | 131 |
|
|
2024
Q1 | $295K | Sell |
6,000
-326
| -5% | -$16.1K | 0.04% | 116 |
|
|
2023
Q4 | $299K | Hold |
6,326
| – | – | 0.04% | 112 |
|
|
2023
Q3 | $262K | Hold |
6,326
| – | – | 0.04% | 110 |
|
|
2023
Q2 | $277K | Hold |
6,326
| – | – | 0.04% | 111 |
|
|
2023
Q1 | $265K | Hold |
6,326
| – | – | 0.04% | 118 |
|
|
2022
Q4 | $256K | Buy |
6,326
+5
| +0.1% | +$203 | 0.03% | 121 |
|
|
2022
Q3 | $239K | Buy |
6,321
+7
| +0.1% | +$265 | 0.03% | 115 |
|
|
2022
Q2 | $246K | Buy |
6,314
+4
| +0.1% | +$156 | 0.03% | 115 |
|
|
2022
Q1 | $299K | Buy |
6,310
+3,155
| +100% | +$150K | 0.04% | 113 |
|
|
2021
Q4 | $323K | Sell |
3,155
-31
| -1% | -$3.17K | 0.04% | 113 |
|
|
2021
Q3 | $319K | Buy |
3,186
+36
| +1% | +$3.61K | 0.03% | 111 |
|
|
2021
Q2 | $328K | Hold |
3,150
| – | – | 0.04% | 109 |
|
|
2021
Q1 | $314K | Hold |
3,150
| – | – | 0.04% | 115 |
|
|
2020
Q4 | $280K | Hold |
3,150
| – | – | 0.04% | 116 |
|
|
2020
Q3 | $215K | Buy |
+3,150
| New | +$215K | 0.03% | 127 |
|