Pettyjohn Wood & White’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 | $1.46M | Sell |
57,608
-500
| -0.9% | -$12.7K | 0.26% | 80 |
|
|
2025
Q1 | $1.36M | Sell |
58,108
-800
| -1% | -$18.7K | 0.26% | 78 |
|
|
2024
Q4 | $1.52M | Buy |
58,908
+3,300
| +6% | +$85.3K | 0.28% | 75 |
|
|
2024
Q3 | $1.43M | Hold |
55,608
| – | – | 0.26% | 77 |
|
|
2024
Q2 | $1.32M | Sell |
55,608
-400
| -0.7% | -$9.49K | 0.26% | 75 |
|
|
2024
Q1 | $1.38M | Buy |
56,008
+3,316
| +6% | +$81.6K | 0.27% | 72 |
|
|
2023
Q4 | $1.24M | Buy |
52,692
+2,200
| +4% | +$52K | 0.27% | 74 |
|
|
2023
Q3 | $1.05M | Buy |
50,492
+800
| +2% | +$16.6K | 0.25% | 74 |
|
|
2023
Q2 | $1.09M | Buy |
49,692
+100
| +0.2% | +$2.19K | 0.25% | 72 |
|
|
2023
Q1 | $1.04M | Buy |
49,592
+1,580
| +3% | +$33.1K | 0.25% | 74 |
|
|
2022
Q4 | $972K | Buy |
48,012
+200
| +0.4% | +$4.05K | 0.24% | 75 |
|
|
2022
Q3 | $904K | Buy |
47,812
+40
| +0.1% | +$756 | 0.24% | 75 |
|
|
2022
Q2 | $931K | Sell |
47,772
-400
| -0.8% | -$7.8K | 0.22% | 78 |
|
|
2022
Q1 | $1.14M | Buy |
48,172
+400
| +0.8% | +$9.47K | 0.24% | 76 |
|
|
2021
Q4 | $1.22M | Buy |
47,772
+2,580
| +6% | +$66.1K | 0.25% | 74 |
|
|
2021
Q3 | $1.13M | Buy |
45,192
+4,400
| +11% | +$110K | 0.25% | 76 |
|
|
2021
Q2 | $1.06M | Buy |
40,792
+760
| +2% | +$19.8K | 0.24% | 77 |
|
|
2021
Q1 | $997K | Buy |
40,032
+3,540
| +10% | +$88.2K | 0.24% | 75 |
|
|
2020
Q4 | $812K | Buy |
36,492
+22,752
| +166% | +$506K | 0.21% | 83 |
|
|
2020
Q3 | $235K | Buy |
+13,740
| New | +$235K | 0.07% | 130 |
|
|
2019
Q2 | – | Sell |
-19,316
| Closed | -$338K | – | 150 |
|
|
2019
Q1 | $338K | Buy |
19,316
+560
| +3% | +$9.8K | 0.11% | 114 |
|
|
2018
Q4 | $285K | Hold |
18,756
| – | – | 0.1% | 117 |
|
|
2018
Q3 | $357K | Buy |
18,756
+460
| +3% | +$8.76K | 0.12% | 113 |
|
|
2018
Q2 | $337K | Buy |
18,296
+720
| +4% | +$13.3K | 0.12% | 117 |
|
|
2018
Q1 | $304K | Buy |
+17,576
| New | +$304K | 0.11% | 117 |
|