TCM

TD Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

TD Capital Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$7.16K	Sell	283 -675	-70%	-$17.1K	﹤0.01%	463
2025 Q1	$22.5K	Hold	958	–	–	﹤0.01%	248
2024 Q4	$24.8K	Buy	958 +480	+100%	+$12.4K	﹤0.01%	228
2024 Q3	$24.6K	Buy	478 +1	+0.2%	+$51	﹤0.01%	238
2024 Q2	$22.6K	Hold	477	–	–	﹤0.01%	232
2024 Q1	$23.5K	Hold	477	–	–	﹤0.01%	232
2023 Q4	$22.5K	Buy	477 +1	+0.2%	+$47	﹤0.01%	237
2023 Q3	$19.7K	Buy	476 +138	+41%	+$5.72K	﹤0.01%	235
2023 Q2	$14.8K	Hold	338	–	–	﹤0.01%	253
2023 Q1	$14.2K	Hold	338	–	–	﹤0.01%	249
2022 Q4	$13.7K	Hold	338	–	–	﹤0.01%	231
2022 Q3	$13K	Buy	+338	New	+$13K	﹤0.01%	223
2022 Q1	–	Sell	-169	Closed	-$17K	–	292
2021 Q4	$17K	Hold	169	–	–	﹤0.01%	235
2021 Q3	$17K	Hold	169	–	–	﹤0.01%	221
2021 Q2	$18K	Hold	169	–	–	﹤0.01%	210
2021 Q1	$17K	Hold	169	–	–	﹤0.01%	199
2020 Q4	$15K	Hold	169	–	–	﹤0.01%	186
2020 Q3	$12K	Hold	169	–	–	﹤0.01%	174
2020 Q2	$11K	Hold	169	–	–	﹤0.01%	163
2020 Q1	$9K	Hold	169	–	–	﹤0.01%	163
2019 Q4	$13K	Hold	169	–	–	﹤0.01%	170
2019 Q3	$12K	Hold	169	–	–	﹤0.01%	169
2019 Q2	$12K	Hold	169	–	–	﹤0.01%	159
2019 Q1	$12K	Hold	169	–	–	﹤0.01%	133
2018 Q4	$10K	Hold	169	–	–	﹤0.01%	141
2018 Q3	$13K	Hold	169	–	–	﹤0.01%	133
2018 Q2	$12K	Hold	169	–	–	﹤0.01%	128
2018 Q1	$12K	Hold	169	–	–	﹤0.01%	131
2017 Q4	$12K	Hold	169	–	–	﹤0.01%	126
2017 Q3	$11K	Hold	169	–	–	﹤0.01%	131
2017 Q2	$11K	Hold	169	–	–	﹤0.01%	115
2017 Q1	$11K	Hold	169	–	–	﹤0.01%	112
2016 Q4	$10K	Hold	169	–	–	﹤0.01%	111
2016 Q3	$10K	Hold	169	–	–	﹤0.01%	106
2016 Q2	$9K	Hold	169	–	–	﹤0.01%	108
2016 Q1	$9K	Hold	169	–	–	﹤0.01%	110
2015 Q4	$9K	Hold	169	–	–	﹤0.01%	110
2015 Q3	$9K	Hold	169	–	–	﹤0.01%	114
2015 Q2	$10K	Hold	169	–	–	﹤0.01%	120
2015 Q1	$10K	Sell	169 -872	-84%	-$51.6K	﹤0.01%	120
2014 Q4	$57K	Buy	+1,041	New	+$57K	0.01%	87