Strategic Financial Planning’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 | $19.3M | Buy |
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|
2025
Q1 | $17.8M | Buy |
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|
2024
Q4 | $19.7M | Buy |
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|
2024
Q3 | $19M | Sell |
|
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|
2024
Q2 | $18M | Buy |
|
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|
2024
Q1 | $17.3M | Buy |
|
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|
2023
Q4 | $16M | Buy |
|
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|
2023
Q3 | $13.1M | Buy |
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|
2023
Q2 | $13.6M | Buy |
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|
2023
Q1 | $12.6M | Buy |
|
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|
2022
Q4 | $11.9M | Sell |
|
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|
2022
Q3 | $11.2M | Buy |
|
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|
2022
Q2 | $11.6M | Buy |
|
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|
2022
Q1 | $13.9M | Sell |
|
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|
2021
Q4 | $16.7M | Sell |
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|
2021
Q3 | $16.6M | Buy |
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|
2021
Q2 | $17.1M | Sell |
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|
2021
Q1 | $17.4M | Buy |
|
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|
2020
Q4 | $14.5M | Sell |
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|
2020
Q3 | $11.7M | Buy |
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|
2020
Q2 | $10.9M | Sell |
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|
2020
Q1 | $9.2M | Sell |
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|
2019
Q4 | $14.5M | Buy |
|