PDS Planning’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 | $14.5K | Sell |
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|
2025
Q2 | $43.7K | Hold |
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|
2025
Q1 | $40.5K | Sell |
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|
2024
Q4 | $65.9K | Buy |
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|
2024
Q3 | $65.5K | Buy |
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|
2024
Q2 | $32K | Sell |
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|
2024
Q1 | $34.6K | Sell |
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|
2023
Q4 | $39.6K | Sell |
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|
2023
Q3 | $54.4K | Buy |
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|
2023
Q2 | $44.4K | Sell |
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|
2023
Q1 | $43.4K | Buy |
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|
2022
Q4 | $34.5K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $70K | Hold |
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|
2021
Q4 | $75K | Sell |
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|
2021
Q3 | $75K | Buy |
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|
2021
Q2 | $76K | Sell |
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|
2021
Q1 | $91K | Buy |
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|
2020
Q4 | $80K | Buy |
|