Alpha Financial Advisors’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 | $225K | Sell |
8,887
-1,269
| -12% | -$32.1K | 0.09% | 56 |
|
|
2025
Q1 | $238K | Sell |
10,156
-818
| -7% | -$19.2K | 0.11% | 44 |
|
|
2024
Q4 | $284K | Hold |
10,974
| – | – | 0.13% | 38 |
|
|
2024
Q3 | $283K | Hold |
10,974
| – | – | 0.13% | 37 |
|
|
2024
Q2 | $260K | Sell |
10,974
-144
| -1% | -$3.42K | 0.13% | 35 |
|
|
2024
Q1 | $274K | Hold |
11,118
| – | – | 0.13% | 36 |
|
|
2023
Q4 | $263K | Sell |
11,118
-46
| -0.4% | -$1.09K | 0.13% | 34 |
|
|
2023
Q3 | $231K | Hold |
11,164
| – | – | 0.15% | 36 |
|
|
2023
Q2 | $244K | Sell |
11,164
-72
| -0.6% | -$1.58K | 0.15% | 35 |
|
|
2023
Q1 | $236K | Hold |
11,236
| – | – | 0.16% | 36 |
|
|
2022
Q4 | $228K | Buy |
+11,236
| New | +$228K | 0.2% | 38 |
|