Retirement Planning Group (Kansas)’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 | $455K | Buy |
17,970
+428
| +2% | +$10.8K | 0.02% | 217 |
|
|
2025
Q1 | $411K | Buy |
+17,542
| New | +$411K | 0.02% | 212 |
|
|
2024
Q4 | – | Sell |
-24,450
| Closed | -$630K | – | 285 |
|
|
2024
Q3 | $630K | Buy |
+24,450
| New | +$630K | 0.03% | 162 |
|
|
2022
Q2 | – | Sell |
-15,660
| Closed | -$371K | – | 128 |
|
|
2022
Q1 | $371K | Sell |
15,660
-1,728
| -10% | -$40.9K | 0.04% | 81 |
|
|
2021
Q4 | $445K | Buy |
17,388
+5,500
| +46% | +$141K | 0.04% | 74 |
|
|
2021
Q3 | $297K | Sell |
11,888
-19,128
| -62% | -$478K | 0.03% | 74 |
|
|
2021
Q2 | $808K | Buy |
+31,016
| New | +$808K | 0.09% | 48 |
|
|
2014
Q3 | – | Sell |
-16,904
| Closed | -$232K | – | 68 |
|
|
2014
Q2 | $232K | Buy |
16,904
+1,196
| +8% | +$16.4K | 0.07% | 61 |
|
|
2014
Q1 | $210K | Sell |
15,708
-2,796
| -15% | -$37.4K | 0.07% | 66 |
|
|
2013
Q4 | $243K | Sell |
18,504
-24,488
| -57% | -$322K | 0.09% | 62 |
|
|
2013
Q3 | $518K | Buy |
42,992
+5,024
| +13% | +$60.5K | 0.19% | 47 |
|
|
2013
Q2 | $418K | Buy |
+37,968
| New | +$418K | 0.17% | 53 |
|