Atria Wealth Solutions’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 | $772K | Sell |
30,017
-527
| -2% | -$13.6K | 0.02% | 743 |
|
|
2025
Q1 | $716K | Sell |
30,544
-60,081
| -66% | -$1.41M | 0.01% | 1011 |
|
|
2024
Q4 | $2.34M | Buy |
90,625
+44,061
| +95% | +$1.14M | 0.03% | 584 |
|
|
2024
Q3 | $1.2M | Buy |
46,564
+4,706
| +11% | +$121K | 0.01% | 839 |
|
|
2024
Q2 | $995K | Sell |
41,858
-12,496
| -23% | -$297K | 0.01% | 898 |
|
|
2024
Q1 | $1.34M | Sell |
54,354
-9,552
| -15% | -$235K | 0.02% | 781 |
|
|
2023
Q4 | $1.51M | Buy |
63,906
+20,648
| +48% | +$488K | 0.02% | 695 |
|
|
2023
Q3 | $896K | Sell |
43,258
-9,840
| -19% | -$204K | 0.01% | 860 |
|
|
2023
Q2 | $1.16M | Buy |
53,098
+7,638
| +17% | +$167K | 0.02% | 780 |
|
|
2023
Q1 | $953K | Buy |
45,460
+9,496
| +26% | +$199K | 0.01% | 813 |
|
|
2022
Q4 | $728K | Buy |
35,964
+5,522
| +18% | +$112K | 0.01% | 898 |
|
|
2022
Q3 | $575K | Sell |
30,442
-12,586
| -29% | -$238K | 0.01% | 946 |
|
|
2022
Q2 | $839K | Sell |
43,028
-12,884
| -23% | -$251K | 0.02% | 745 |
|
|
2022
Q1 | $1.32M | Buy |
+55,912
| New | +$1.32M | 0.02% | 620 |
|