Accurate Wealth 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 | $298K | Buy |
+11,357
| New | +$298K | 0.05% | 355 |
|
|
2024
Q4 | – | Sell |
-16,004
| Closed | -$208K | – | 399 |
|
|
2024
Q3 | $208K | Buy |
16,004
+7,258
| +83% | +$94.4K | 0.04% | 359 |
|
|
2024
Q2 | $219K | Buy |
+8,746
| New | +$219K | 0.05% | 309 |
|
|
2024
Q1 | – | Sell |
-8,872
| Closed | -$203K | – | 305 |
|
|
2023
Q4 | $203K | Buy |
+8,872
| New | +$203K | 0.06% | 263 |
|
|
2023
Q3 | – | Sell |
-11,222
| Closed | -$252K | – | 292 |
|
|
2023
Q2 | $252K | Sell |
11,222
-1,864
| -14% | -$41.8K | 0.08% | 224 |
|
|
2023
Q1 | $270K | Sell |
13,086
-964
| -7% | -$19.9K | 0.09% | 204 |
|
|
2022
Q4 | $295K | Buy |
+14,050
| New | +$295K | 0.11% | 169 |
|