Souders Financial Advisors’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 | $980K | Sell |
38,738
-27,999
| -42% | -$708K | 0.12% | 87 |
|
|
2025
Q1 | $1.56M | Sell |
66,737
-354,543
| -84% | -$8.31M | 0.22% | 66 |
|
|
2024
Q4 | $10.9M | Sell |
421,280
-26,330
| -6% | -$681K | 1.52% | 15 |
|
|
2024
Q3 | $11.5M | Buy |
447,610
+13,260
| +3% | +$341K | 1.61% | 15 |
|
|
2024
Q2 | $10.3M | Buy |
434,350
+15,900
| +4% | +$377K | 1.55% | 16 |
|
|
2024
Q1 | $10.3M | Buy |
418,450
+12,042
| +3% | +$296K | 1.63% | 16 |
|
|
2023
Q4 | $9.6M | Buy |
406,408
+12,910
| +3% | +$305K | 1.64% | 16 |
|
|
2023
Q3 | $8.15M | Buy |
393,498
+14,430
| +4% | +$299K | 1.56% | 18 |
|
|
2023
Q2 | $8.3M | Buy |
379,068
+29,732
| +9% | +$651K | 1.59% | 18 |
|
|
2023
Q1 | $7.32M | Buy |
349,336
+16,002
| +5% | +$335K | 1.56% | 17 |
|
|
2022
Q4 | $6.75M | Buy |
333,334
+15,046
| +5% | +$305K | 1.54% | 18 |
|
|
2022
Q3 | $6.02M | Buy |
318,288
+19,206
| +6% | +$363K | 1.63% | 15 |
|
|
2022
Q2 | $5.83M | Buy |
299,082
+15,438
| +5% | +$301K | 1.68% | 13 |
|
|
2022
Q1 | $6.72M | Buy |
283,644
+17,752
| +7% | +$420K | 1.94% | 10 |
|
|
2021
Q4 | $6.81M | Buy |
265,892
+10,324
| +4% | +$264K | 1.95% | 10 |
|
|
2021
Q3 | $6.4M | Buy |
255,568
+6,552
| +3% | +$164K | 2.06% | 10 |
|
|
2021
Q2 | $6.49M | Sell |
249,016
-44,184
| -15% | -$1.15M | 2.19% | 9 |
|
|
2021
Q1 | $7.31M | Buy |
293,200
+628
| +0.2% | +$15.6K | 2.86% | 6 |
|
|
2020
Q4 | $6.51M | Buy |
292,572
+7,664
| +3% | +$171K | 2.84% | 8 |
|
|
2020
Q3 | $5.58M | Buy |
284,908
+35,500
| +14% | +$696K | 2.64% | 8 |
|
|
2020
Q2 | $4.07M | Buy |
249,408
+169,944
| +214% | +$2.78M | 2.33% | 9 |
|
|
2020
Q1 | $1.02M | Buy |
+79,464
| New | +$1.02M | 0.9% | 31 |
|