PrairieView Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

PrairieView Partners’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$3.31M	Buy	130,701 +4,703	+4%	+$119K	0.32%	36
2025 Q1	$2.95M	Sell	125,998 -8,379	-6%	-$196K	0.31%	41
2024 Q4	$3.47M	Sell	134,377 -14,897	-10%	-$385K	0.36%	31
2024 Q3	$3.84M	Sell	149,274 -10,642	-7%	-$274K	0.4%	37
2024 Q2	$3.79M	Sell	159,916 -9,236	-5%	-$219K	0.43%	31
2024 Q1	$4.17M	Sell	169,152 -4,952	-3%	-$122K	0.48%	28
2023 Q4	$4.11M	Buy	174,104 +1,376	+0.8%	+$32.5K	0.51%	28
2023 Q3	$3.58M	Sell	172,728 -2,680	-2%	-$55.5K	0.48%	27
2023 Q2	$3.84M	Sell	175,408 -8,406	-5%	-$184K	0.5%	28
2023 Q1	$3.85M	Sell	183,814 -4,100	-2%	-$85.9K	0.53%	29
2022 Q4	$3.81M	Buy	187,914 +9,246	+5%	+$187K	0.56%	27
2022 Q3	$3.38M	Sell	178,668 -11,510	-6%	-$218K	0.55%	31
2022 Q2	$3.71M	Sell	190,178 -630	-0.3%	-$12.3K	0.58%	29
2022 Q1	$4.52M	Buy	190,808 +6,332	+3%	+$150K	0.64%	29
2021 Q4	$4.72M	Sell	184,476 -800	-0.4%	-$20.5K	0.66%	28
2021 Q3	$4.64M	Sell	185,276 -1,980	-1%	-$49.5K	0.69%	29
2021 Q2	$4.88M	Sell	187,256 -6,388	-3%	-$166K	0.73%	27
2021 Q1	$4.83M	Sell	193,644 -14,260	-7%	-$355K	0.77%	26
2020 Q4	$4.63M	Sell	207,904 -8,496	-4%	-$189K	0.81%	25
2020 Q3	$3.7M	Sell	216,400 -4,008	-2%	-$68.5K	0.78%	24
2020 Q2	$3.6M	Sell	220,408 -22,904	-9%	-$374K	0.8%	23
2020 Q1	$3.13M	Buy	243,312 +90,456	+59%	+$1.17M	0.79%	22
2019 Q4	$2.89M	Sell	152,856 -22,504	-13%	-$425K	0.62%	27
2019 Q3	$3.06M	Buy	175,360 +9,320	+6%	+$162K	0.71%	27
2019 Q2	$2.97M	Buy	166,040 +1,304	+0.8%	+$23.3K	0.74%	27
2019 Q1	$2.88M	Sell	164,736 -812	-0.5%	-$14.2K	0.74%	26
2018 Q4	$2.51M	Buy	165,548 +3,028	+2%	+$45.9K	0.71%	27
2018 Q3	$3.1M	Sell	162,520 -6,060	-4%	-$115K	0.81%	25
2018 Q2	$3.1M	Sell	168,580 -504	-0.3%	-$9.27K	0.8%	26
2018 Q1	$2.92M	Buy	169,084 +2,248	+1%	+$38.8K	0.7%	24
2017 Q4	$2.91M	Buy	+166,836	New	+$2.91M	0.82%	24