Adero Partners’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
Q1 | $329K | Buy |
14,048
+308
| +2% | +$7.22K | 0.02% | 164 |
|
|
2024
Q4 | $355K | Hold |
13,740
| – | – | 0.02% | 152 |
|
|
2024
Q3 | $354K | Hold |
13,740
| – | – | 0.02% | 154 |
|
|
2024
Q2 | $326K | Buy |
13,740
+3,960
| +40% | +$94K | 0.02% | 155 |
|
|
2024
Q1 | $241K | Hold |
9,780
| – | – | 0.02% | 171 |
|
|
2023
Q4 | $231K | Sell |
9,780
-54
| -0.5% | -$1.28K | 0.02% | 169 |
|
|
2023
Q3 | $204K | Buy |
+9,834
| New | +$204K | 0.02% | 167 |
|
|
2020
Q2 | – | Sell |
-18,368
| Closed | -$237K | – | 80 |
|
|
2020
Q1 | $237K | Sell |
18,368
-2,188
| -11% | -$28.2K | 0.39% | 59 |
|
|
2019
Q4 | $389K | Buy |
+20,556
| New | +$389K | 0.44% | 52 |
|