Summit Wealth & Retirement 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
Q3 | $16.1M | Sell |
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|
2025
Q2 | $15.2M | Sell |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $15.3M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $13.6M | Buy |
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|
2024
Q1 | $13.7M | Buy |
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|
2023
Q4 | $12.1M | Buy |
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|
2023
Q3 | $10.1M | Buy |
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|
2023
Q2 | $10M | Buy |
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|
2023
Q1 | $8.93M | Buy |
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|
2022
Q4 | $8.04M | Sell |
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|
2022
Q3 | $8.15M | Buy |
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|
2022
Q2 | $7.38M | Buy |
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|
2022
Q1 | $8.1M | Sell |
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|
2021
Q4 | $9.9M | Buy |
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|
2021
Q3 | $8.93M | Buy |
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|
2021
Q2 | $8.38M | Sell |
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|
2021
Q1 | $8.04M | Sell |
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|
2020
Q4 | $7.27M | Sell |
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|
2020
Q3 | $5.59M | Sell |
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|
2020
Q2 | $5.35M | Buy |
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|
2020
Q1 | $4.15M | Sell |
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|
2019
Q4 | $7.32M | Buy |
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|
2019
Q3 | $6.58M | Buy |
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|
2019
Q2 | $6.59M | Buy |
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|
2019
Q1 | $6.43M | Sell |
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|
2018
Q4 | $5.9M | Buy |
|