Atmos Advisory’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 | $4.45K | Hold |
176
| – | – | ﹤0.01% | 18 |
|
2025
Q1 | $4.12K | Hold |
176
| – | – | ﹤0.01% | 18 |
|
2024
Q4 | $4.55K | Hold |
176
| – | – | ﹤0.01% | 28 |
|
2024
Q3 | $4.53K | Hold |
176
| – | – | ﹤0.01% | 18 |
|
2024
Q2 | $4.18K | Hold |
176
| – | – | ﹤0.01% | 18 |
|
2024
Q1 | $4.33K | Hold |
176
| – | – | ﹤0.01% | 18 |
|
2023
Q4 | $4.16K | Hold |
176
| – | – | ﹤0.01% | 19 |
|
2023
Q3 | $3.65K | Sell |
176
-48
| -21% | -$994 | ﹤0.01% | 18 |
|
2023
Q2 | $4.91K | Hold |
224
| – | – | ﹤0.01% | 18 |
|
2023
Q1 | $4.7K | Sell |
224
-642
| -74% | -$13.5K | ﹤0.01% | 18 |
|
2022
Q4 | $17.5K | Sell |
866
-26
| -3% | -$527 | 0.02% | 22 |
|
2022
Q3 | $17K | Sell |
892
-88
| -9% | -$1.68K | 0.02% | 18 |
|
2022
Q2 | $19K | Sell |
980
-44
| -4% | -$853 | 0.02% | 18 |
|
2022
Q1 | $24K | Buy |
1,024
+60
| +6% | +$1.41K | 0.02% | 18 |
|
2021
Q4 | $25K | Buy |
+964
| New | +$25K | 0.02% | 18 |
|