WealthPlan Investment 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 | $678K | Sell |
26,796
-631
| -2% | -$16K | 0.05% | 214 |
|
|
2025
Q1 | $643K | Sell |
27,427
-234
| -0.8% | -$5.48K | 0.06% | 154 |
|
|
2024
Q4 | $715K | Buy |
+27,661
| New | +$715K | 0.07% | 145 |
|
|
2023
Q1 | – | Sell |
-35,304
| Closed | -$795K | – | 542 |
|
|
2022
Q4 | $795K | Buy |
35,304
+1,734
| +5% | +$39K | 0.06% | 195 |
|
|
2022
Q3 | $695K | Buy |
+33,570
| New | +$695K | 0.05% | 201 |
|
|
2022
Q1 | $1.12M | Buy |
+51,986
| New | +$1.12M | 0.08% | 163 |
|