Badgley Phelps Wealth Managers’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 | $1.4M | Buy |
55,290
+1,070
| +2% | +$27.1K | 0.03% | 165 |
|
|
2025
Q1 | $1.27M | Sell |
54,220
-79
| -0.1% | -$1.85K | 0.03% | 167 |
|
|
2024
Q4 | $1.4M | Buy |
54,299
+43
| +0.1% | +$1.11K | 0.03% | 160 |
|
|
2024
Q3 | $1.4M | Sell |
54,256
-788
| -1% | -$20.3K | 0.03% | 159 |
|
|
2024
Q2 | $1.31M | Hold |
55,044
| – | – | 0.03% | 157 |
|
|
2024
Q1 | $1.36M | Buy |
55,044
+762
| +1% | +$18.8K | 0.03% | 154 |
|
|
2023
Q4 | $1.28M | Buy |
54,282
+416
| +0.8% | +$9.83K | 0.03% | 150 |
|
|
2023
Q3 | $1.12M | Sell |
53,866
-474
| -0.9% | -$9.82K | 0.04% | 145 |
|
|
2023
Q2 | $1.19M | Sell |
54,340
-3,224
| -6% | -$70.6K | 0.04% | 141 |
|
|
2023
Q1 | $1.21M | Buy |
57,564
+4,668
| +9% | +$97.9K | 0.04% | 127 |
|
|
2022
Q4 | $1.07M | Buy |
+52,896
| New | +$1.07M | 0.04% | 130 |
|