Tempus Wealth 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 | $951K | Buy |
37,587
+2,439
| +7% | +$61.7K | 0.24% | 114 |
|
|
2025
Q1 | $824K | Buy |
35,148
+877
| +3% | +$20.5K | 0.25% | 112 |
|
|
2024
Q4 | $886K | Buy |
34,271
+595
| +2% | +$15.4K | 0.27% | 99 |
|
|
2024
Q3 | $867K | Buy |
33,676
+34
| +0.1% | +$875 | 0.32% | 86 |
|
|
2024
Q2 | $798K | Buy |
33,642
+860
| +3% | +$20.4K | 0.33% | 85 |
|
|
2024
Q1 | $807K | Sell |
32,782
-32
| -0.1% | -$788 | 0.36% | 80 |
|
|
2023
Q4 | $775K | Buy |
32,814
+3,374
| +11% | +$79.7K | 0.34% | 80 |
|
|
2023
Q3 | $610K | Buy |
29,440
+130
| +0.4% | +$2.69K | 0.31% | 76 |
|
|
2023
Q2 | $642K | Buy |
29,310
+1,848
| +7% | +$40.5K | 0.29% | 90 |
|
|
2023
Q1 | $576K | Buy |
27,462
+4,548
| +20% | +$95.3K | 0.28% | 87 |
|
|
2022
Q4 | $464K | Buy |
+22,914
| New | +$464K | 0.28% | 101 |
|