Planning Directions’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 | $351K | Sell |
13,865
-6,462
| -32% | -$163K | 0.2% | 56 |
|
|
2025
Q1 | $476K | Buy |
20,327
+36
| +0.2% | +$843 | 0.2% | 65 |
|
|
2024
Q4 | $525K | Buy |
20,291
+97
| +0.5% | +$2.51K | 0.3% | 39 |
|
|
2024
Q3 | $520K | Buy |
20,194
+874
| +5% | +$22.5K | 0.31% | 42 |
|
|
2024
Q2 | $458K | Buy |
19,320
+1,048
| +6% | +$24.9K | 0.31% | 43 |
|
|
2024
Q1 | $450K | Buy |
18,272
+30
| +0.2% | +$739 | 0.31% | 43 |
|
|
2023
Q4 | $431K | Buy |
18,242
+72
| +0.4% | +$1.7K | 0.31% | 43 |
|
|
2023
Q3 | $376K | Buy |
18,170
+52
| +0.3% | +$1.08K | 0.29% | 41 |
|
|
2023
Q2 | $397K | Buy |
18,118
+46
| +0.3% | +$1.01K | 0.29% | 42 |
|
|
2023
Q1 | $379K | Buy |
18,072
+48
| +0.3% | +$1.01K | 0.28% | 43 |
|
|
2022
Q4 | $365K | Buy |
18,024
+66
| +0.4% | +$1.34K | 0.28% | 45 |
|
|
2022
Q3 | $339K | Buy |
17,958
+46
| +0.3% | +$868 | 0.27% | 44 |
|
|
2022
Q2 | $349K | Sell |
17,912
-2,140
| -11% | -$41.7K | 0.27% | 42 |
|
|
2022
Q1 | $475K | Sell |
20,052
-3,740
| -16% | -$88.6K | 0.33% | 42 |
|
|
2021
Q4 | $609K | Buy |
23,792
+312
| +1% | +$7.99K | 0.41% | 38 |
|
|
2021
Q3 | $588K | Buy |
23,480
+1,268
| +6% | +$31.8K | 0.43% | 36 |
|
|
2021
Q2 | $579K | Sell |
22,212
-924
| -4% | -$24.1K | 0.42% | 35 |
|
|
2021
Q1 | $577K | Buy |
23,136
+40
| +0.2% | +$998 | 0.45% | 33 |
|
|
2020
Q4 | $514K | Sell |
23,096
-4,616
| -17% | -$103K | 0.42% | 37 |
|
|
2020
Q3 | $473K | Sell |
27,712
-5,516
| -17% | -$94.1K | 0.42% | 35 |
|
|
2020
Q2 | $543K | Buy |
+33,228
| New | +$543K | 0.51% | 33 |
|