Ancora 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 | $145K | Sell |
5,730
-1,490
| -21% | -$37.7K | ﹤0.01% | 784 |
|
|
2025
Q1 | $169K | Buy |
7,220
+2,740
| +61% | +$64.2K | ﹤0.01% | 741 |
|
|
2024
Q4 | $116K | Hold |
4,480
| – | – | ﹤0.01% | 810 |
|
|
2024
Q3 | $115K | Hold |
4,480
| – | – | ﹤0.01% | 781 |
|
|
2024
Q2 | $106K | Sell |
4,480
-2,200
| -33% | -$52.2K | ﹤0.01% | 768 |
|
|
2024
Q1 | $164K | Buy |
6,680
+2,240
| +50% | +$55.1K | ﹤0.01% | 701 |
|
|
2023
Q4 | $105K | Buy |
4,440
+56
| +1% | +$1.32K | ﹤0.01% | 763 |
|
|
2023
Q3 | $90.8K | Buy |
4,384
+320
| +8% | +$6.63K | ﹤0.01% | 774 |
|
|
2023
Q2 | $89K | Sell |
4,064
-230
| -5% | -$5.04K | ﹤0.01% | 775 |
|
|
2023
Q1 | $90K | Buy |
4,294
+230
| +6% | +$4.82K | ﹤0.01% | 771 |
|
|
2022
Q4 | $82K | Buy |
4,064
+2,144
| +112% | +$43.3K | ﹤0.01% | 837 |
|
|
2022
Q3 | $36K | Sell |
1,920
-1,192
| -38% | -$22.4K | ﹤0.01% | 1146 |
|
|
2022
Q2 | $61K | Buy |
3,112
+1,470
| +90% | +$28.8K | ﹤0.01% | 1077 |
|
|
2022
Q1 | $39K | Buy |
1,642
+50
| +3% | +$1.19K | ﹤0.01% | 1320 |
|
|
2021
Q4 | $41K | Buy |
1,592
+8
| +0.5% | +$206 | ﹤0.01% | 1343 |
|
|
2021
Q3 | $40K | Buy |
1,584
+4
| +0.3% | +$101 | ﹤0.01% | 1247 |
|
|
2021
Q2 | $41K | Hold |
1,580
| – | – | ﹤0.01% | 1141 |
|
|
2021
Q1 | $39K | Buy |
1,580
+144
| +10% | +$3.55K | ﹤0.01% | 1115 |
|
|
2020
Q4 | $32K | Buy |
1,436
+8
| +0.6% | +$178 | ﹤0.01% | 958 |
|
|
2020
Q3 | $24K | Buy |
1,428
+4
| +0.3% | +$67 | ﹤0.01% | 965 |
|
|
2020
Q2 | $23K | Buy |
1,424
+4
| +0.3% | +$65 | ﹤0.01% | 944 |
|
|
2020
Q1 | $18K | Buy |
1,420
+4
| +0.3% | +$51 | ﹤0.01% | 1036 |
|
|
2019
Q4 | $27K | Buy |
+1,416
| New | +$27K | ﹤0.01% | 994 |
|
|
2018
Q4 | – | Sell |
-4,760
| Closed | -$91K | – | 1081 |
|
|
2018
Q3 | $91K | Buy |
+4,760
| New | +$91K | ﹤0.01% | 771 |
|