SCM
Stordahl Capital Management’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 | $324K | Hold |
12,822
| – | – | 0.07% | 50 |
|
|
2025
Q1 | $300K | Sell |
12,822
-546
| -4% | -$12.8K | 0.07% | 48 |
|
|
2024
Q4 | $346K | Buy |
13,368
+6,954
| +108% | +$180K | 0.08% | 46 |
|
|
2024
Q3 | $326K | Buy |
6,414
+3
| +0% | +$152 | 0.08% | 43 |
|
|
2024
Q2 | $304K | Hold |
6,411
| – | – | 0.08% | 46 |
|
|
2024
Q1 | $316K | Hold |
6,411
| – | – | 0.08% | 43 |
|
|
2023
Q4 | $303K | Buy |
+6,411
| New | +$303K | 0.08% | 43 |
|
|
2023
Q3 | – | Sell |
-4,739
| Closed | -$208K | – | 56 |
|
|
2023
Q2 | $208K | Buy |
+4,739
| New | +$208K | 0.06% | 52 |
|
|
2022
Q2 | – | Sell |
-4,770
| Closed | -$226K | – | 56 |
|
|
2022
Q1 | $226K | Buy |
4,770
+2,417
| +103% | +$115K | 0.08% | 51 |
|
|
2021
Q4 | $241K | Sell |
2,353
-34
| -1% | -$3.48K | 0.09% | 46 |
|
|
2021
Q3 | $239K | Hold |
2,387
| – | – | 0.1% | 44 |
|
|
2021
Q2 | $249K | Hold |
2,387
| – | – | 0.1% | 44 |
|
|
2021
Q1 | $238K | Sell |
2,387
-608
| -20% | -$60.6K | 0.1% | 43 |
|
|
2020
Q4 | $267K | Hold |
2,995
| – | – | 0.12% | 39 |
|
|
2020
Q3 | $205K | Sell |
2,995
-378
| -11% | -$25.9K | 0.11% | 42 |
|
|
2020
Q2 | $220K | Sell |
3,373
-7,668
| -69% | -$500K | 0.12% | 39 |
|
|
2020
Q1 | $521K | Sell |
11,041
-6,911
| -38% | -$326K | 0.32% | 29 |
|
|
2019
Q4 | $1.36M | Buy |
17,952
+26
| +0.1% | +$1.97K | 0.55% | 23 |
|
|
2019
Q3 | $1.25M | Hold |
17,926
| – | – | 0.5% | 23 |
|
|
2019
Q2 | $1.29M | Buy |
17,926
+168
| +0.9% | +$12.1K | 0.5% | 23 |
|
|
2019
Q1 | $1.28M | Buy |
17,758
+4,784
| +37% | +$344K | 0.52% | 23 |
|
|
2018
Q4 | $787K | Buy |
+12,974
| New | +$787K | 0.39% | 27 |
|