Retirement Planning Group (Kansas)’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
Q3 | $496K | Sell |
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|
2025
Q2 | $455K | Buy |
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|
2025
Q1 | $411K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $630K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $371K | Sell |
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|
2021
Q4 | $445K | Buy |
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|
2021
Q3 | $297K | Sell |
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|
2021
Q2 | $808K | Buy |
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|
2014
Q3 | – | Sell |
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|
2014
Q2 | $232K | Buy |
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|
2014
Q1 | $210K | Sell |
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|
2013
Q4 | $243K | Sell |
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|
2013
Q3 | $518K | Buy |
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|
2013
Q2 | $418K | Buy |
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