AHL 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 | $460K | Hold |
18,164
| – | – | 0.31% | 48 |
|
|
2025
Q1 | $426K | Buy |
+18,164
| New | +$426K | 0.29% | 51 |
|
|
2022
Q4 | – | Sell |
-11,034
| Closed | -$209K | – | 64 |
|
|
2022
Q3 | $209K | Buy |
11,034
+28
| +0.3% | +$530 | 0.22% | 54 |
|
|
2022
Q2 | $215K | Sell |
11,006
-60
| -0.5% | -$1.17K | 0.22% | 55 |
|
|
2022
Q1 | $262K | Sell |
11,066
-2
| -0% | -$47 | 0.24% | 54 |
|
|
2021
Q4 | $283K | Buy |
+11,068
| New | +$283K | 0.26% | 58 |
|