Ogorek Anthony Joseph’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 | $2K | Hold |
93
| – | – | ﹤0.01% | 574 |
|
|
2025
Q1 | $2K | Buy |
93
+1
| +1% | +$22 | ﹤0.01% | 572 |
|
|
2024
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 283 |
|
|
2024
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 254 |
|
|
2024
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 256 |
|
|
2024
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 260 |
|
|
2023
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 271 |
|
|
2023
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 260 |
|
|
2023
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 247 |
|
|
2023
Q1 | $1K | Hold |
92
| – | – | ﹤0.01% | 261 |
|
|
2022
Q4 | $1K | Hold |
92
| – | – | ﹤0.01% | 220 |
|
|
2022
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 214 |
|
|
2022
Q2 | $1K | Hold |
92
| – | – | ﹤0.01% | 212 |
|
|
2022
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 231 |
|
|
2021
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 231 |
|
|
2021
Q3 | $2K | Hold |
92
| – | – | ﹤0.01% | 220 |
|
|
2021
Q2 | $2K | Hold |
92
| – | – | ﹤0.01% | 197 |
|
|
2021
Q1 | $2K | Hold |
92
| – | – | ﹤0.01% | 186 |
|
|
2020
Q4 | $2K | Hold |
92
| – | – | ﹤0.01% | 186 |
|
|
2020
Q3 | $1K | Hold |
92
| – | – | ﹤0.01% | 175 |
|
|
2020
Q2 | $1K | Hold |
92
| – | – | ﹤0.01% | 187 |
|
|
2020
Q1 | $1K | Hold |
92
| – | – | ﹤0.01% | 201 |
|
|
2019
Q4 | $1K | Sell |
92
-92
| -50% | -$1K | ﹤0.01% | 203 |
|
|
2019
Q3 | $3K | Sell |
184
-80
| -30% | -$1.3K | ﹤0.01% | 148 |
|
|
2019
Q2 | $4K | Sell |
264
-248
| -48% | -$3.76K | ﹤0.01% | 141 |
|
|
2019
Q1 | $8K | Hold |
512
| – | – | 0.01% | 115 |
|
|
2018
Q4 | $7K | Sell |
512
-97,932
| -99% | -$1.34M | 0.01% | 113 |
|
|
2018
Q3 | $1.87M | Sell |
98,444
-176
| -0.2% | -$3.35K | 1.38% | 9 |
|
|
2018
Q2 | $1.81M | Buy |
+98,620
| New | +$1.81M | 1.41% | 10 |
|