Anfield Capital 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 | $142K | Hold |
5,602
| – | – | 0.05% | 93 |
|
|
2025
Q1 | $131K | Sell |
5,602
-327,004
| -98% | -$7.66M | 0.05% | 85 |
|
|
2024
Q4 | $8.6M | Buy |
332,606
+3,978
| +1% | +$103K | 3.12% | 12 |
|
|
2024
Q3 | $4.23M | Buy |
328,628
+13,768
| +4% | +$177K | 1.61% | 17 |
|
|
2024
Q2 | $7.47M | Buy |
314,860
+7,524
| +2% | +$179K | 3.63% | 9 |
|
|
2024
Q1 | $7.57M | Buy |
307,336
+159,432
| +108% | +$3.93M | 3.65% | 8 |
|
|
2023
Q4 | $3.49M | Sell |
147,904
-2,742
| -2% | -$64.8K | 1.88% | 13 |
|
|
2023
Q3 | $3.12M | Sell |
150,646
-31,004
| -17% | -$642K | 1.49% | 17 |
|
|
2023
Q2 | $3.98M | Sell |
181,650
-1,792
| -1% | -$39.2K | 1.74% | 13 |
|
|
2023
Q1 | $3.85M | Buy |
183,442
+20,240
| +12% | +$424K | 1.78% | 14 |
|
|
2022
Q4 | $3.57M | Buy |
163,202
+55,604
| +52% | +$1.22M | 1.74% | 14 |
|
|
2022
Q3 | $2.03M | Buy |
107,598
+1,084
| +1% | +$20.5K | 0.97% | 28 |
|
|
2022
Q2 | $2.08M | Sell |
106,514
-19,984
| -16% | -$389K | 0.94% | 31 |
|
|
2022
Q1 | $3M | Buy |
126,498
+20,142
| +19% | +$477K | 1.1% | 22 |
|
|
2021
Q4 | $2.72M | Buy |
106,356
+3,148
| +3% | +$80.6K | 0.94% | 24 |
|
|
2021
Q3 | $2.69M | Buy |
+103,208
| New | +$2.69M | 0.84% | 29 |
|
|
2021
Q2 | – | Sell |
-64,636
| Closed | -$1.61M | – | 235 |
|
|
2021
Q1 | $1.61M | Buy |
+64,636
| New | +$1.61M | 0.64% | 34 |
|