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