Strategic Financial Planning’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 | $19.3M | Buy |
762,757
+1,307
| +0.2% | +$33.1K | 12.02% | 2 |
|
|
2025
Q1 | $17.8M | Buy |
761,450
+508
| +0.1% | +$11.9K | 12.3% | 2 |
|
|
2024
Q4 | $19.7M | Buy |
760,942
+23,562
| +3% | +$609K | 13.41% | 2 |
|
|
2024
Q3 | $19M | Sell |
737,380
-22,682
| -3% | -$584K | 12.55% | 2 |
|
|
2024
Q2 | $18M | Buy |
760,062
+57,046
| +8% | +$1.35M | 13% | 2 |
|
|
2024
Q1 | $17.3M | Buy |
703,016
+27,012
| +4% | +$665K | 12.95% | 2 |
|
|
2023
Q4 | $16M | Buy |
676,004
+44,082
| +7% | +$1.04M | 12.48% | 2 |
|
|
2023
Q3 | $13.1M | Buy |
631,922
+9,482
| +2% | +$196K | 12.05% | 2 |
|
|
2023
Q2 | $13.6M | Buy |
622,440
+19,192
| +3% | +$420K | 12.07% | 2 |
|
|
2023
Q1 | $12.6M | Buy |
603,248
+15,462
| +3% | +$324K | 11.56% | 2 |
|
|
2022
Q4 | $11.9M | Sell |
587,786
-5,896
| -1% | -$119K | 11.53% | 2 |
|
|
2022
Q3 | $11.2M | Buy |
593,682
+634
| +0.1% | +$12K | 11.68% | 2 |
|
|
2022
Q2 | $11.6M | Buy |
593,048
+6,818
| +1% | +$133K | 11.13% | 2 |
|
|
2022
Q1 | $13.9M | Sell |
586,230
-66,570
| -10% | -$1.58M | 11.54% | 2 |
|
|
2021
Q4 | $16.7M | Sell |
652,800
-11,496
| -2% | -$294K | 12.01% | 2 |
|
|
2021
Q3 | $16.6M | Buy |
664,296
+7,316
| +1% | +$183K | 12.17% | 2 |
|
|
2021
Q2 | $17.1M | Sell |
656,980
-39,888
| -6% | -$1.04M | 12.35% | 2 |
|
|
2021
Q1 | $17.4M | Buy |
696,868
+43,824
| +7% | +$1.09M | 12.95% | 2 |
|
|
2020
Q4 | $14.5M | Sell |
653,044
-30,108
| -4% | -$670K | 12.73% | 2 |
|
|
2020
Q3 | $11.7M | Buy |
683,152
+13,628
| +2% | +$233K | 12.14% | 2 |
|
|
2020
Q2 | $10.9M | Sell |
669,524
-44,772
| -6% | -$731K | 12.18% | 2 |
|
|
2020
Q1 | $9.2M | Sell |
714,296
-53,052
| -7% | -$683K | 12.18% | 2 |
|
|
2019
Q4 | $14.5M | Buy |
+767,348
| New | +$14.5M | 14.11% | 2 |
|