United Capital Financial Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

United Capital Financial Advisors’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$6.75M	Sell	232,189 -22,349	-9%	-$670K	0.04%	305
2025 Q4	$7.25M	Sell	254,538 -21,463	-8%	-$606K	0.04%	294
2025 Q3	$7.7M	Sell	276,001 -19,552	-7%	-$523K	0.06%	245
2025 Q2	$7.48M	Sell	295,553 -48,634	-14%	-$1.15M	0.06%	236
2025 Q1	$8.06M	Sell	344,187 -8,925	-3%	-$227K	0.07%	212
2024 Q4	$9.13M	Sell	353,112 -20,742	-6%	-$552K	0.08%	189
2024 Q3	$9.63M	Sell	373,854 -19,478	-5%	-$484K	0.08%	190
2024 Q2	$9.33M	Sell	393,332 -51,088	-11%	-$1.21M	0.08%	181
2024 Q1	$10.9M	Sell	444,420 -199,198	-31%	-$4.67M	0.09%	175
2023 Q4	$15.2M	Sell	643,618 -1,242,254	-66%	-$26.2M	0.13%	151
2023 Q3	$39.1M	Sell	1,885,872 -29,042	-2%	-$637K	0.26%	83
2023 Q2	$41.9M	Buy	1,914,914 +9,876	+0.5%	+$206K	0.23%	85
2023 Q1	$39.9M	Sell	1,905,038 -12,618	-0.7%	-$271K	0.22%	87
2022 Q4	$38.8M	Sell	1,917,656 -33,570	-2%	-$688K	0.22%	94
2022 Q3	$36.9M	Sell	1,951,226 -40,558	-2%	-$848K	0.22%	93
2022 Q2	$38.8M	Sell	1,991,784 -15,364	-0.8%	-$328K	0.21%	95
2022 Q1	$47.5M	Buy	2,007,148 +8,700	+0.4%	+$205K	0.23%	89
2021 Q4	$51.2M	Buy	1,998,448 +24,560	+1%	+$635K	0.24%	89
2021 Q3	$49.4M	Buy	1,973,888 +43,444	+2%	+$1.1M	0.25%	79
2021 Q2	$50.3M	Buy	1,930,444 +31,396	+2%	+$803K	0.25%	80
2021 Q1	$47.3M	Buy	1,899,048 +19,880	+1%	+$489K	0.26%	83
2020 Q4	$41.8M	Sell	1,879,168 -15,216	-0.8%	-$303K	0.25%	87
2020 Q3	$32.4M	Buy	1,894,384 +150,712	+9%	+$2.59M	0.21%	110
2020 Q2	$28.5M	Buy	1,743,672 +61,160	+4%	+$916K	0.21%	107
2020 Q1	$21.7M	Buy	1,682,512 +82,868	+5%	+$1.41M	0.18%	122
2019 Q4	$30.2M	Buy	1,599,644 +26,556	+2%	+$481K	0.2%	113
2019 Q3	$27.4M	Buy	1,573,088 +29,880	+2%	+$528K	0.19%	118
2019 Q2	$27.6M	Buy	1,543,208 +40,300	+3%	+$713K	0.18%	119
2019 Q1	$26.3M	Buy	1,502,908 +101,868	+7%	+$1.74M	0.19%	121
2018 Q4	$21.3M	Sell	1,401,040 -1,512	-0.1%	-$25.5K	0.17%	128
2018 Q3	$26.7M	Buy	1,402,552 +25,540	+2%	+$487K	0.19%	116
2018 Q2	$25.3M	Buy	1,377,012 +34,884	+3%	+$631K	0.19%	123
2018 Q1	$23.2M	Buy	1,342,128 +15,864	+1%	+$280K	0.18%	134
2017 Q4	$23.1M	Buy	1,326,264 +20,708	+2%	+$355K	0.18%	126
2017 Q3	$22M	Buy	1,305,556 +180,652	+16%	+$2.9M	0.19%	126
2017 Q2	$18M	Buy	1,124,904 +19,724	+2%	+$312K	0.16%	145
2017 Q1	$17.4M	Sell	1,105,180 -5,332	-0.5%	-$83.5K	0.16%	145
2016 Q4	$17.1M	Buy	1,110,512 +829,352	+295%	+$12.2M	0.17%	133
2016 Q3	$4.04M	Sell	281,160 -35,576	-11%	-$505K	0.04%	424
2016 Q2	$4.28M	Sell	316,736 -52,704	-14%	-$700K	0.04%	390
2016 Q1	$4.81M	Sell	369,440 -82,724	-18%	-$1M	0.05%	339
2015 Q4	$5.89M	Sell	452,164 -129,396	-22%	-$1.73M	0.07%	298
2015 Q3	$7.38M	Sell	581,560 -443,164	-43%	-$6.1M	0.09%	241
2015 Q2	$14.7M	Sell	1,024,724 -230,496	-18%	-$3.34M	0.17%	135
2015 Q1	$17.7M	Buy	1,255,220 +192,800	+18%	+$2.69M	0.22%	116
2014 Q4	$14.6M	Buy	1,062,420 +670,848	+171%	+$8.91M	0.22%	111
2014 Q3	$5.03M	Buy	391,572 +123,436	+46%	+$1.65M	0.09%	253
2014 Q2	$3.67M	Buy	268,136 +7,096	+3%	+$93.6K	0.07%	284
2014 Q1	$3.5M	Sell	261,040 -21,804	-8%	-$288K	0.07%	263
2013 Q4	$3.71M	Buy	282,844 +92,948	+49%	+$1.17M	0.13%	170
2013 Q3	$2.29M	Buy	189,896 +11,076	+6%	+$130K	0.07%	235
2013 Q2	$1.97M	Buy	+178,820	New	+$1.94M	0.05%	311