Strategic Family Wealth Counselors’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 | $9.49M | Buy |
375,000
+5,746
| +2% | +$145K | 2.7% | 11 |
|
|
2025
Q1 | $8.65M | Buy |
369,254
+1,384
| +0.4% | +$32.4K | 2.81% | 11 |
|
|
2024
Q4 | $9.51M | Buy |
367,870
+9,382
| +3% | +$243K | 3.1% | 9 |
|
|
2024
Q3 | $9.23M | Buy |
358,488
+10,978
| +3% | +$283K | 3.23% | 10 |
|
|
2024
Q2 | $8.24M | Buy |
347,510
+16,736
| +5% | +$397K | 3.14% | 10 |
|
|
2024
Q1 | $8.14M | Buy |
330,774
+23,804
| +8% | +$586K | 3.22% | 10 |
|
|
2023
Q4 | $7.25M | Sell |
306,970
-3,806
| -1% | -$89.9K | 3.04% | 10 |
|
|
2023
Q3 | $6.44M | Buy |
310,776
+5,360
| +2% | +$111K | 3.09% | 9 |
|
|
2023
Q2 | $6.69M | Buy |
305,416
+1,000
| +0.3% | +$21.9K | 3.07% | 9 |
|
|
2023
Q1 | $6.38M | Sell |
304,416
-16,138
| -5% | -$338K | 3.02% | 10 |
|
|
2022
Q4 | $6.49M | Buy |
320,554
+3,146
| +1% | +$63.7K | 3.22% | 7 |
|
|
2022
Q3 | $6M | Sell |
317,408
-2,952
| -0.9% | -$55.8K | 2.94% | 10 |
|
|
2022
Q2 | $6.25M | Buy |
320,360
+1,560
| +0.5% | +$30.4K | 3% | 10 |
|
|
2022
Q1 | $7.55M | Buy |
318,800
+7,604
| +2% | +$180K | 3.04% | 9 |
|
|
2021
Q4 | $7.97M | Buy |
311,196
+3,428
| +1% | +$87.8K | 2.55% | 8 |
|
|
2021
Q3 | $7.7M | Buy |
307,768
+24,388
| +9% | +$610K | 2.63% | 8 |
|
|
2021
Q2 | $7.38M | Buy |
283,380
+23,840
| +9% | +$621K | 2.41% | 8 |
|
|
2021
Q1 | $6.47M | Buy |
259,540
+8,208
| +3% | +$205K | 2.44% | 8 |
|
|
2020
Q4 | $5.59M | Buy |
251,332
+14,752
| +6% | +$328K | 2.88% | 8 |
|
|
2020
Q3 | $4.04M | Buy |
236,580
+29,664
| +14% | +$507K | 2.27% | 11 |
|
|
2020
Q2 | $3.38M | Sell |
206,916
-51,824
| -20% | -$847K | 2.13% | 15 |
|
|
2020
Q1 | $3.33M | Buy |
258,740
+90,176
| +53% | +$1.16M | 2.49% | 11 |
|
|
2019
Q4 | $3.19M | Buy |
168,564
+5,596
| +3% | +$106K | 2.58% | 15 |
|
|
2019
Q3 | $2.84M | Buy |
162,968
+8,040
| +5% | +$140K | 2.15% | 16 |
|
|
2019
Q2 | $2.77M | Buy |
154,928
+14,260
| +10% | +$255K | 2.14% | 16 |
|
|
2019
Q1 | $2.46M | Buy |
140,668
+54,928
| +64% | +$960K | 1.99% | 16 |
|
|
2018
Q4 | $1.3M | Buy |
+85,740
| New | +$1.3M | 1.47% | 17 |
|