Atlas 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 | $790K | Buy |
31,227
+29,515
| +1,724% | +$747K | 0.1% | 178 |
|
|
2025
Q1 | $40.1K | Sell |
1,712
-16
| -0.9% | -$375 | 0.01% | 656 |
|
|
2024
Q4 | $44.7K | Sell |
1,728
-74
| -4% | -$1.91K | 0.01% | 627 |
|
|
2024
Q3 | $46.4K | Buy |
1,802
+22
| +1% | +$566 | 0.01% | 591 |
|
|
2024
Q2 | $42.2K | Sell |
1,780
-44
| -2% | -$1.04K | 0.01% | 609 |
|
|
2024
Q1 | $44.9K | Buy |
1,824
+312
| +21% | +$7.68K | 0.01% | 583 |
|
|
2023
Q4 | $35.7K | Sell |
1,512
-28
| -2% | -$661 | 0.01% | 631 |
|
|
2023
Q3 | $31.9K | Buy |
1,540
+738
| +92% | +$15.3K | 0.01% | 593 |
|
|
2023
Q2 | $17.6K | Sell |
802
-226
| -22% | -$4.95K | ﹤0.01% | 698 |
|
|
2023
Q1 | $21.6K | Sell |
1,028
-212
| -17% | -$4.45K | ﹤0.01% | 675 |
|
|
2022
Q4 | $25.1K | Buy |
1,240
+356
| +40% | +$7.21K | ﹤0.01% | 638 |
|
|
2022
Q3 | $16.7K | Sell |
884
-8
| -0.9% | -$151 | ﹤0.01% | 667 |
|
|
2022
Q2 | $17.4K | Buy |
892
+352
| +65% | +$6.86K | ﹤0.01% | 701 |
|
|
2022
Q1 | $12.8K | Buy |
540
+276
| +105% | +$6.54K | ﹤0.01% | 677 |
|
|
2021
Q4 | $6.76K | Hold |
264
| – | – | ﹤0.01% | 774 |
|
|
2021
Q3 | $6.61K | Hold |
264
| – | – | ﹤0.01% | 778 |
|
|
2021
Q2 | $6.88K | Buy |
264
+104
| +65% | +$2.71K | ﹤0.01% | 795 |
|
|
2021
Q1 | $3.99K | Hold |
160
| – | – | ﹤0.01% | 764 |
|
|
2020
Q4 | $3.56K | Buy |
+160
| New | +$3.56K | ﹤0.01% | 629 |
|
|
2020
Q3 | – | Sell |
-160
| Closed | -$2.61K | – | 535 |
|
|
2020
Q2 | $2.61K | Buy |
+160
| New | +$2.61K | ﹤0.01% | 651 |
|