Arrowroot Family Office’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $721K | Buy |
27,870
+682
| +3% | +$17.6K | 0.37% | 63 |
|
|
2024
Q3 | $700K | Buy |
27,188
+184
| +0.7% | +$4.74K | 0.41% | 59 |
|
|
2024
Q2 | $641K | Buy |
27,004
+560
| +2% | +$13.3K | 0.41% | 64 |
|
|
2024
Q1 | $651K | Buy |
26,444
+2,458
| +10% | +$60.5K | 0.42% | 66 |
|
|
2023
Q4 | $567K | Buy |
23,986
+5,754
| +32% | +$136K | 0.4% | 62 |
|
|
2023
Q3 | $378K | Buy |
18,232
+3,472
| +24% | +$71.9K | 0.3% | 83 |
|
|
2023
Q2 | $323K | Buy |
+14,760
| New | +$323K | 0.24% | 94 |
|