Atomi Financial Group’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 | $4.64M | Sell |
183,484
-15,244
| -8% | -$386K | 0.18% | 95 |
|
|
2025
Q1 | $4.66M | Sell |
198,728
-13,219
| -6% | -$310K | 0.21% | 91 |
|
|
2024
Q4 | $5.48M | Buy |
211,947
+7,609
| +4% | +$197K | 0.28% | 73 |
|
|
2024
Q3 | $5.26M | Buy |
204,338
+8,388
| +4% | +$216K | 0.33% | 61 |
|
|
2024
Q2 | $4.65M | Buy |
195,950
+52,906
| +37% | +$1.26M | 0.34% | 65 |
|
|
2024
Q1 | $3.52M | Buy |
143,044
+93,596
| +189% | +$2.3M | 0.32% | 70 |
|
|
2023
Q4 | $1.17M | Buy |
+49,448
| New | +$1.17M | 0.16% | 123 |
|