SFC
Sprinkle Financial Consultants’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.25M | Buy |
49,320
+1,502
| +3% | +$38K | 0.76% | 31 |
|
|
2025
Q1 | $1.12M | Sell |
47,818
-789
| -2% | -$18.5K | 0.71% | 31 |
|
|
2024
Q4 | $1.26M | Buy |
48,607
+24,120
| +99% | +$624K | 0.86% | 26 |
|
|
2024
Q3 | $1.26M | Buy |
24,487
+169
| +0.7% | +$8.7K | 0.9% | 27 |
|
|
2024
Q2 | $1.15M | Buy |
24,318
+3,738
| +18% | +$177K | 0.91% | 26 |
|
|
2024
Q1 | $1.01M | Sell |
20,580
-192
| -0.9% | -$9.46K | 0.87% | 25 |
|
|
2023
Q4 | $981K | Buy |
+20,772
| New | +$981K | 1% | 22 |
|