Plancorp LLC’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 | $4.9M | Sell |
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|
2025
Q2 | $5.11M | Buy |
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|
2025
Q1 | $1.12M | Buy |
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|
2024
Q4 | $1M | Buy |
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|
2024
Q3 | $984K | Buy |
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|
2024
Q2 | $891K | Buy |
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|
2024
Q1 | $908K | Sell |
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|
2023
Q4 | $877K | Sell |
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|
2023
Q3 | $970K | Buy |
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|
2023
Q2 | $302K | Buy |
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|
2023
Q1 | $289K | Buy |
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|
2022
Q4 | $279K | Sell |
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|
2022
Q3 | $262K | Buy |
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|
2022
Q2 | $270K | Buy |
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|
2022
Q1 | $328K | Buy |
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|
2021
Q4 | $355K | Sell |
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|
2021
Q3 | $357K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $291K | Buy |
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|
2019
Q3 | $267K | Buy |
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