Barrett & Company’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 | $67.3K | Hold |
2,662
| – | – | 0.03% | 254 |
|
|
2025
Q1 | $62.4K | Hold |
2,662
| – | – | 0.03% | 242 |
|
|
2024
Q4 | $68.8K | Hold |
2,662
| – | – | 0.03% | 232 |
|
|
2024
Q3 | $68.5K | Hold |
2,662
| – | – | 0.03% | 228 |
|
|
2024
Q2 | $63.2K | Hold |
2,662
| – | – | 0.03% | 241 |
|
|
2024
Q1 | $65.5K | Hold |
2,662
| – | – | 0.03% | 242 |
|
|
2023
Q4 | $62.9K | Hold |
2,662
| – | – | 0.03% | 230 |
|
|
2023
Q3 | $55.1K | Hold |
2,662
| – | – | 0.03% | 238 |
|
|
2023
Q2 | $58.3K | Hold |
2,662
| – | – | 0.03% | 235 |
|
|
2023
Q1 | $55.8K | Hold |
2,662
| – | – | 0.04% | 235 |
|
|
2022
Q4 | $53.9K | Hold |
2,662
| – | – | 0.04% | 227 |
|
|
2022
Q3 | $53.9K | Buy |
+2,662
| New | +$53.9K | 0.04% | 227 |
|