Aspire Capital 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 | $658K | Sell |
26,006
-1,343
| -5% | -$34K | 0.18% | 53 |
|
|
2025
Q1 | $641K | Sell |
27,349
-187
| -0.7% | -$4.38K | 0.19% | 52 |
|
|
2024
Q4 | $712K | Sell |
27,536
-1,958
| -7% | -$50.6K | 0.2% | 46 |
|
|
2024
Q3 | $759K | Sell |
29,494
-1,864
| -6% | -$48K | 0.23% | 43 |
|
|
2024
Q2 | $744K | Sell |
31,358
-880
| -3% | -$20.9K | 0.24% | 39 |
|
|
2024
Q1 | $794K | Sell |
32,238
-3,930
| -11% | -$96.8K | 0.27% | 41 |
|
|
2023
Q4 | $854K | Sell |
36,168
-244
| -0.7% | -$5.76K | 0.35% | 33 |
|
|
2023
Q3 | $754K | Buy |
36,412
+3,844
| +12% | +$79.6K | 0.34% | 32 |
|
|
2023
Q2 | $713K | Sell |
32,568
-159,586
| -83% | -$3.49M | 0.35% | 31 |
|
|
2023
Q1 | $4.03M | Sell |
192,154
-15,090
| -7% | -$316K | 2.11% | 15 |
|
|
2022
Q4 | $4.2M | Sell |
207,244
-278,882
| -57% | -$5.65M | 2.39% | 15 |
|
|
2022
Q3 | $9.19M | Buy |
486,126
+5,490
| +1% | +$104K | 7.28% | 4 |
|
|
2022
Q2 | $9.37M | Buy |
480,636
+446,592
| +1,312% | +$8.71M | 7.11% | 4 |
|
|
2022
Q1 | $806K | Buy |
+34,044
| New | +$806K | 0.77% | 21 |
|