PS
Planned Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.18M | Sell |
46,536
-9,726
| -17% | -$246K | 0.45% | 32 |
|
|
2025
Q1 | $1.32M | Sell |
56,262
-583
| -1% | -$13.7K | 0.53% | 26 |
|
|
2024
Q4 | $1.47M | Sell |
56,845
-60,345
| -51% | -$1.56M | 0.59% | 26 |
|
|
2024
Q3 | $6.04M | Buy |
117,190
+4,995
| +4% | +$257K | 2.42% | 11 |
|
|
2024
Q2 | $5.32M | Buy |
112,195
+207
| +0.2% | +$9.82K | 2.58% | 12 |
|
|
2024
Q1 | $5.51M | Buy |
111,988
+1,149
| +1% | +$56.6K | 2.71% | 11 |
|
|
2023
Q4 | $5.24M | Buy |
110,839
+1,931
| +2% | +$91.2K | 2.45% | 12 |
|
|
2023
Q3 | $4.51M | Buy |
108,908
+4,965
| +5% | +$206K | 2.71% | 11 |
|
|
2023
Q2 | $4.55M | Buy |
103,943
+4,619
| +5% | +$202K | 2.69% | 11 |
|
|
2023
Q1 | $4.16M | Buy |
99,324
+3,691
| +4% | +$155K | 2.64% | 11 |
|
|
2022
Q4 | $3.87M | Buy |
95,633
+797
| +0.8% | +$32.3K | 2.84% | 9 |
|
|
2022
Q3 | $3.59M | Buy |
94,836
+4,616
| +5% | +$174K | 2.99% | 9 |
|
|
2022
Q2 | $3.52M | Buy |
90,220
+3,987
| +5% | +$155K | 3.29% | 6 |
|
|
2022
Q1 | $4.08M | Buy |
86,233
+46,791
| +119% | +$2.22M | 2.85% | 8 |
|
|
2021
Q4 | $4.04M | Buy |
+39,442
| New | +$4.04M | 2.7% | 8 |
|
|
2021
Q2 | $3.86M | Buy |
37,067
+1,339
| +4% | +$140K | 2.67% | 9 |
|
|
2021
Q1 | $3.56M | Sell |
35,728
-15,414
| -30% | -$1.54M | 2.78% | 9 |
|
|
2020
Q4 | $4.55M | Buy |
51,142
+4,188
| +9% | +$373K | 3.65% | 6 |
|
|
2020
Q3 | $3.21M | Buy |
+46,954
| New | +$3.21M | 3.13% | 7 |
|