TFC Financial Management’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 | $60.7K | Sell |
2,400
-112
| -4% | -$2.83K | 0.01% | 246 |
|
|
2025
Q1 | $58.8K | Buy |
2,512
+1
| +0% | +$23 | 0.01% | 243 |
|
|
2024
Q4 | $64.9K | Sell |
2,511
-1
| -0% | -$26 | 0.01% | 228 |
|
|
2024
Q3 | $64.7K | Buy |
2,512
+2
| +0.1% | +$51 | 0.01% | 238 |
|
|
2024
Q2 | $59.6K | Hold |
2,510
| – | – | 0.01% | 223 |
|
|
2024
Q1 | $61.8K | Buy |
2,510
+2,400
| +2,182% | +$59.1K | 0.01% | 217 |
|
|
2023
Q4 | $2.61K | Hold |
110
| – | – | ﹤0.01% | 429 |
|
|
2023
Q3 | $2.27K | Hold |
110
| – | – | ﹤0.01% | 451 |
|
|
2023
Q2 | $2.39K | Buy |
110
+2
| +2% | +$44 | ﹤0.01% | 428 |
|
|
2023
Q1 | $2.28K | Hold |
108
| – | – | ﹤0.01% | 451 |
|
|
2022
Q4 | $2.2K | Sell |
108
-52
| -33% | -$1.06K | ﹤0.01% | 394 |
|
|
2022
Q3 | $3K | Hold |
160
| – | – | ﹤0.01% | 381 |
|
|
2022
Q2 | $3K | Hold |
160
| – | – | ﹤0.01% | 377 |
|
|
2022
Q1 | $4K | Buy |
160
+108
| +208% | +$2.7K | ﹤0.01% | 367 |
|
|
2021
Q4 | $1K | Hold |
52
| – | – | ﹤0.01% | 554 |
|
|
2021
Q3 | $1K | Hold |
52
| – | – | ﹤0.01% | 541 |
|
|
2021
Q2 | $1K | Hold |
52
| – | – | ﹤0.01% | 545 |
|
|
2021
Q1 | $1K | Hold |
52
| – | – | ﹤0.01% | 537 |
|
|
2020
Q4 | $1K | Sell |
52
-16
| -24% | -$308 | ﹤0.01% | 521 |
|
|
2020
Q3 | $1K | Buy |
+68
| New | +$1K | ﹤0.01% | 492 |
|