Apella Capital’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 | $282K | Buy |
10,962
+2
| +0% | +$51 | 0.01% | 360 |
|
|
2025
Q1 | $245K | Sell |
10,960
-1,939
| -15% | -$43.3K | 0.01% | 343 |
|
|
2024
Q4 | $334K | Buy |
12,899
+9
| +0.1% | +$233 | 0.01% | 277 |
|
|
2024
Q3 | $327K | Buy |
+12,890
| New | +$327K | 0.01% | 262 |
|
|
2024
Q1 | – | Sell |
-10,158
| Closed | -$232K | – | 300 |
|
|
2023
Q4 | $232K | Buy |
+10,158
| New | +$232K | 0.01% | 264 |
|