TFGT
TS Financial Group (TSFG)’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $20K | Hold |
810
| – | – | ﹤0.01% | 457 |
|
|
2025
Q1 | $19K | Hold |
810
| – | – | ﹤0.01% | 451 |
|
|
2024
Q4 | $21K | Buy |
810
+415
| +105% | +$10.8K | ﹤0.01% | 390 |
|
|
2024
Q3 | $20K | Hold |
395
| – | – | ﹤0.01% | 406 |
|
|
2024
Q2 | $19K | Hold |
395
| – | – | ﹤0.01% | 388 |
|
|
2024
Q1 | $19K | Sell |
395
-65
| -14% | -$3.13K | ﹤0.01% | 388 |
|
|
2023
Q4 | $22K | Sell |
460
-632
| -58% | -$30.2K | 0.01% | 387 |
|
|
2023
Q3 | $45K | Buy |
1,092
+2
| +0.2% | +$82 | 0.02% | 296 |
|
|
2023
Q2 | $48K | Buy |
1,090
+51
| +5% | +$2.25K | 0.02% | 291 |
|
|
2023
Q1 | $44K | Buy |
1,039
+2
| +0.2% | +$85 | 0.02% | 299 |
|
|
2022
Q4 | $42K | Buy |
1,037
+3
| +0.3% | +$122 | 0.02% | 303 |
|
|
2022
Q3 | $39K | Buy |
1,034
+400
| +63% | +$15.1K | 0.02% | 309 |
|
|
2022
Q2 | $25K | Buy |
634
+618
| +3,863% | +$24.4K | 0.01% | 376 |
|
|
2022
Q1 | $1K | Buy |
16
+8
| +100% | +$500 | ﹤0.01% | 882 |
|
|
2021
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 850 |
|
|
2021
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 828 |
|
|
2021
Q2 | $1K | Sell |
8
-219
| -96% | -$27.4K | ﹤0.01% | 837 |
|
|
2021
Q1 | $23K | Sell |
227
-20
| -8% | -$2.03K | 0.01% | 357 |
|
|
2020
Q4 | $22K | Buy |
247
+239
| +2,988% | +$21.3K | 0.01% | 354 |
|
|
2020
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 779 |
|
|
2020
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 795 |
|
|
2020
Q1 | $1K | Hold |
8
| – | – | ﹤0.01% | 765 |
|
|
2019
Q4 | $1K | Hold |
8
| – | – | ﹤0.01% | 762 |
|
|
2019
Q3 | $1K | Hold |
8
| – | – | ﹤0.01% | 749 |
|
|
2019
Q2 | $1K | Hold |
8
| – | – | ﹤0.01% | 722 |
|
|
2019
Q1 | $1K | Buy |
+8
| New | +$1K | ﹤0.01% | 724 |
|