Souders Financial Advisors’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
Q2 | $980K | Sell |
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|
2025
Q1 | $1.56M | Sell |
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|
2024
Q4 | $10.9M | Sell |
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|
2024
Q3 | $11.5M | Buy |
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|
2024
Q2 | $10.3M | Buy |
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|
2024
Q1 | $10.3M | Buy |
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|
2023
Q4 | $9.6M | Buy |
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|
2023
Q3 | $8.15M | Buy |
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|
2023
Q2 | $8.3M | Buy |
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|
2023
Q1 | $7.32M | Buy |
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|
2022
Q4 | $6.75M | Buy |
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|
2022
Q3 | $6.02M | Buy |
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|
2022
Q2 | $5.83M | Buy |
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|
2022
Q1 | $6.72M | Buy |
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|
2021
Q4 | $6.81M | Buy |
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|
2021
Q3 | $6.4M | Buy |
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|
2021
Q2 | $6.49M | Sell |
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|
2021
Q1 | $7.31M | Buy |
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|
2020
Q4 | $6.51M | Buy |
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|
2020
Q3 | $5.58M | Buy |
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|
2020
Q2 | $4.07M | Buy |
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|
2020
Q1 | $1.02M | Buy |
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