Planning Directions’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 | $351K | Sell |
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|
2025
Q1 | $476K | Buy |
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|
2024
Q4 | $525K | Buy |
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|
2024
Q3 | $520K | Buy |
|
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|
2024
Q2 | $458K | Buy |
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|
2024
Q1 | $450K | Buy |
|
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|
2023
Q4 | $431K | Buy |
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|
2023
Q3 | $376K | Buy |
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|
2023
Q2 | $397K | Buy |
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|
2023
Q1 | $379K | Buy |
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|
2022
Q4 | $365K | Buy |
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|
2022
Q3 | $339K | Buy |
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|
2022
Q2 | $349K | Sell |
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|
2022
Q1 | $475K | Sell |
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|
2021
Q4 | $609K | Buy |
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|
2021
Q3 | $588K | Buy |
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|
2021
Q2 | $579K | Sell |
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|
2021
Q1 | $577K | Buy |
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|
2020
Q4 | $514K | Sell |
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|
2020
Q3 | $473K | Sell |
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|
2020
Q2 | $543K | Buy |
|