Pinnacle Wealth Planning 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 | $785K | Buy |
+31,021
| New | +$785K | 0.1% | 117 |
|
|
2021
Q1 | – | Sell |
-2,768
| Closed | -$62K | – | 1637 |
|
|
2020
Q4 | $62K | Buy |
+2,768
| New | +$62K | 0.01% | 688 |
|
|
2020
Q1 | – | Sell |
-12,628
| Closed | -$238K | – | 264 |
|
|
2019
Q4 | $238K | Sell |
12,628
-4
| -0% | -$75 | 0.11% | 183 |
|
|
2019
Q3 | $220K | Sell |
12,632
-2,268
| -15% | -$39.5K | 0.12% | 167 |
|
|
2019
Q2 | $266K | Sell |
14,900
-952
| -6% | -$17K | 0.16% | 131 |
|
|
2019
Q1 | $278K | Buy |
+15,852
| New | +$278K | 0.19% | 110 |
|