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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 Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$7.48M Sell
295,553
-48,634
-14% -$1.23M 0.06% 235
2025
Q1 		$8.06M Sell
344,187
-8,925
-3% -$209K 0.07% 211
2024
Q4 		$9.13M Sell
353,112
-20,742
-6% -$536K 0.08% 189
2024
Q3 		$9.63M Sell
373,854
-19,478
-5% -$502K 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% -$4.9M 0.09% 175
2023
Q4 		$15.2M Sell
643,618
-1,242,254
-66% -$29.3M 0.13% 151
2023
Q3 		$39.1M Sell
1,885,872
-29,042
-2% -$601K 0.26% 83
2023
Q2 		$41.9M Buy
1,914,914
+9,876
+0.5% +$216K 0.23% 85
2023
Q1 		$39.9M Sell
1,905,038
-12,618
-0.7% -$265K 0.22% 87
2022
Q4 		$38.8M Sell
1,917,656
-33,570
-2% -$680K 0.22% 94
2022
Q3 		$36.9M Sell
1,951,226
-40,558
-2% -$767K 0.22% 93
2022
Q2 		$38.8M Sell
1,991,784
-15,364
-0.8% -$300K 0.21% 95
2022
Q1 		$47.5M Buy
2,007,148
+8,700
+0.4% +$206K 0.23% 89
2021
Q4 		$51.2M Buy
1,998,448
+24,560
+1% +$629K 0.24% 89
2021
Q3 		$49.4M Buy
1,973,888
+43,444
+2% +$1.09M 0.25% 79
2021
Q2 		$50.3M Buy
1,930,444
+31,396
+2% +$818K 0.25% 80
2021
Q1 		$47.3M Buy
1,899,048
+19,880
+1% +$495K 0.26% 83
2020
Q4 		$41.8M Sell
1,879,168
-15,216
-0.8% -$339K 0.25% 87
2020
Q3 		$32.4M Buy
1,894,384
+150,712
+9% +$2.57M 0.21% 110
2020
Q2 		$28.5M Buy
1,743,672
+61,160
+4% +$999K 0.21% 107
2020
Q1 		$21.7M Buy
1,682,512
+82,868
+5% +$1.07M 0.18% 122
2019
Q4 		$30.2M Buy
1,599,644
+26,556
+2% +$502K 0.2% 113
2019
Q3 		$27.4M Buy
1,573,088
+29,880
+2% +$521K 0.19% 118
2019
Q2 		$27.6M Buy
1,543,208
+40,300
+3% +$720K 0.18% 119
2019
Q1 		$26.3M Buy
1,502,908
+101,868
+7% +$1.78M 0.18% 121
2018
Q4 		$21.3M Sell
1,401,040
-1,512
-0.1% -$22.9K 0.17% 128
2018
Q3 		$26.7M Buy
1,402,552
+25,540
+2% +$486K 0.19% 116
2018
Q2 		$25.3M Buy
1,377,012
+34,884
+3% +$642K 0.19% 123
2018
Q1 		$23.2M Buy
1,342,128
+15,864
+1% +$274K 0.18% 134
2017
Q4 		$23.1M Buy
1,326,264
+20,708
+2% +$361K 0.18% 126
2017
Q3 		$22M Buy
1,305,556
+180,652
+16% +$3.04M 0.19% 126
2017
Q2 		$18M Buy
1,124,904
+19,724
+2% +$315K 0.16% 145
2017
Q1 		$17.4M Sell
1,105,180
-5,332
-0.5% -$84K 0.16% 145
2016
Q4 		$17.1M Buy
1,110,512
+829,352
+295% +$12.7M 0.17% 133
2016
Q3 		$4.05M Sell
281,160
-35,576
-11% -$512K 0.04% 424
2016
Q2 		$4.28M Sell
316,736
-52,704
-14% -$712K 0.04% 390
2016
Q1 		$4.81M Sell
369,440
-82,724
-18% -$1.08M 0.05% 339
2015
Q4 		$5.89M Sell
452,164
-129,396
-22% -$1.68M 0.07% 298
2015
Q3 		$7.38M Sell
581,560
-443,164
-43% -$5.63M 0.09% 241
2015
Q2 		$14.7M Sell
1,024,724
-230,496
-18% -$3.31M 0.17% 135
2015
Q1 		$17.7M Buy
1,255,220
+192,800
+18% +$2.72M 0.22% 116
2014
Q4 		$14.6M Buy
1,062,420
+670,848
+171% +$9.24M 0.22% 111
2014
Q3 		$5.03M Buy
391,572
+123,436
+46% +$1.59M 0.09% 253
2014
Q2 		$3.67M Buy
268,136
+7,096
+3% +$97.2K 0.07% 284
2014
Q1 		$3.5M Sell
261,040
-21,804
-8% -$292K 0.07% 263
2013
Q4 		$3.71M Buy
282,844
+92,948
+49% +$1.22M 0.13% 170
2013
Q3 		$2.29M Buy
189,896
+11,076
+6% +$134K 0.07% 235
2013
Q2 		$1.97M Buy
+178,820
New +$1.97M 0.05% 311