AA
Aire Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $506K | Hold |
20,000
| – | – | 0.1% | 101 |
|
|
2025
Q1 | $469K | Hold |
20,000
| – | – | 0.1% | 102 |
|
|
2024
Q4 | $517K | Buy |
20,000
+10,000
| +100% | +$259K | 0.11% | 100 |
|
|
2024
Q3 | $515K | Hold |
10,000
| – | – | 0.11% | 94 |
|
|
2024
Q2 | $475K | Hold |
10,000
| – | – | 0.11% | 93 |
|
|
2024
Q1 | $492K | Hold |
10,000
| – | – | 0.11% | 93 |
|
|
2023
Q4 | $472K | Hold |
10,000
| – | – | 0.12% | 93 |
|
|
2023
Q3 | $414K | Hold |
10,000
| – | – | 0.11% | 95 |
|
|
2023
Q2 | $438K | Sell |
10,000
-16
| -0.2% | -$701 | 0.12% | 92 |
|
|
2023
Q1 | $420K | Sell |
10,016
-20
| -0.2% | -$839 | 0.12% | 91 |
|
|
2022
Q4 | $406K | Buy |
10,036
+1,600
| +19% | +$64.7K | 0.12% | 90 |
|
|
2022
Q3 | $319K | Hold |
8,436
| – | – | 0.11% | 99 |
|
|
2022
Q2 | $330K | Sell |
8,436
-885
| -9% | -$34.6K | 0.12% | 100 |
|
|
2022
Q1 | $441K | Buy |
9,321
+4,605
| +98% | +$218K | 0.16% | 82 |
|
|
2021
Q4 | $484K | Buy |
+4,716
| New | +$484K | 0.21% | 58 |
|