Oldfather Financial Services’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 | $1.54M | Buy |
60,966
+16,392
| +37% | +$415K | 0.53% | 28 |
|
|
2025
Q1 | $1.04M | Buy |
44,574
+2,732
| +7% | +$64K | 0.4% | 32 |
|
|
2024
Q4 | $1.08M | Buy |
41,842
+254
| +0.6% | +$6.57K | 0.41% | 31 |
|
|
2024
Q3 | $1.07M | Sell |
41,588
-3,566
| -8% | -$91.8K | 0.41% | 30 |
|
|
2024
Q2 | $1.07M | Sell |
45,154
-146
| -0.3% | -$3.46K | 0.44% | 30 |
|
|
2024
Q1 | $1.12M | Sell |
45,300
-860
| -2% | -$21.2K | 0.46% | 28 |
|
|
2023
Q4 | $1.09M | Sell |
46,160
-820
| -2% | -$19.4K | 0.49% | 28 |
|
|
2023
Q3 | $973K | Sell |
46,980
-28
| -0.1% | -$580 | 0.49% | 28 |
|
|
2023
Q2 | $1.03M | Buy |
47,008
+8,128
| +21% | +$178K | 0.5% | 27 |
|
|
2023
Q1 | $815K | Sell |
38,880
-292
| -0.7% | -$6.12K | 0.42% | 31 |
|
|
2022
Q4 | $793K | Sell |
39,172
-472
| -1% | -$9.56K | 0.45% | 31 |
|
|
2022
Q3 | $749K | Buy |
39,644
+856
| +2% | +$16.2K | 0.47% | 29 |
|
|
2022
Q2 | $816K | Buy |
38,788
+5,118
| +15% | +$108K | 0.47% | 30 |
|
|
2022
Q1 | $747K | Buy |
33,670
+434
| +1% | +$9.63K | 0.41% | 34 |
|
|
2021
Q4 | $796K | Buy |
33,236
+2,984
| +10% | +$71.5K | 0.42% | 32 |
|
|
2021
Q3 | $825K | Buy |
30,252
+804
| +3% | +$21.9K | 0.42% | 31 |
|
|
2021
Q2 | $751K | Buy |
29,448
+772
| +3% | +$19.7K | 0.41% | 30 |
|
|
2021
Q1 | $723K | Buy |
28,676
+9,336
| +48% | +$235K | 0.42% | 30 |
|
|
2020
Q4 | $480K | Buy |
19,340
+100
| +0.5% | +$2.48K | 0.28% | 45 |
|
|
2020
Q3 | $354K | Buy |
19,240
+876
| +5% | +$16.1K | 0.25% | 46 |
|
|
2020
Q2 | $315K | Sell |
18,364
-272
| -1% | -$4.67K | 0.24% | 47 |
|
|
2020
Q1 | $269K | Buy |
18,636
+7,276
| +64% | +$105K | 0.26% | 47 |
|
|
2019
Q4 | $213K | Buy |
+11,360
| New | +$213K | 0.2% | 55 |
|