Planned Solutions’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
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.32M | Sell |
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|
2024
Q4 | $1.47M | Sell |
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|
2024
Q3 | $6.04M | Buy |
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|
2024
Q2 | $5.32M | Buy |
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|
2024
Q1 | $5.51M | Buy |
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|
2023
Q4 | $5.24M | Buy |
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|
2023
Q3 | $4.51M | Buy |
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|
2023
Q2 | $4.55M | Buy |
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|
2023
Q1 | $4.16M | Buy |
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|
2022
Q4 | $3.87M | Buy |
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|
2022
Q3 | $3.58M | Buy |
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|
2022
Q2 | $3.52M | Buy |
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|
2022
Q1 | $4.08M | Buy |
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|
2021
Q4 | $4.04M | Buy |
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|
2021
Q2 | $3.86M | Buy |
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|
2021
Q1 | $3.56M | Sell |
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|
2020
Q4 | $4.55M | Buy |
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|
2020
Q3 | $3.21M | Buy |
|