BCK Partners’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 | $1.23M | Sell |
48,640
-350
| -0.7% | -$8.86K | 0.72% | 10 |
|
|
2025
Q1 | $1.15M | Sell |
48,990
-255
| -0.5% | -$5.98K | 0.72% | 10 |
|
|
2024
Q4 | $1.27M | Sell |
49,245
-5,201
| -10% | -$134K | 0.78% | 10 |
|
|
2024
Q3 | $1.4M | Sell |
54,446
-686
| -1% | -$17.7K | 0.67% | 10 |
|
|
2024
Q2 | $1.31M | Sell |
55,132
-1,968
| -3% | -$46.7K | 0.68% | 11 |
|
|
2024
Q1 | $1.41M | Sell |
57,100
-3,770
| -6% | -$92.8K | 0.75% | 10 |
|
|
2023
Q4 | $1.44M | Sell |
60,870
-3,376
| -5% | -$79.7K | 0.82% | 9 |
|
|
2023
Q3 | $1.33M | Sell |
64,246
-1,190
| -2% | -$24.6K | 0.83% | 9 |
|
|
2023
Q2 | $1.43M | Sell |
65,436
-8,984
| -12% | -$197K | 0.9% | 9 |
|
|
2023
Q1 | $1.56M | Sell |
74,420
-8,968
| -11% | -$188K | 1.01% | 10 |
|
|
2022
Q4 | $1.69M | Sell |
83,388
-33,814
| -29% | -$685K | 1.14% | 11 |
|
|
2022
Q3 | $2.22M | Buy |
117,202
+51,878
| +79% | +$980K | 1.6% | 10 |
|
|
2022
Q2 | $1.27M | Sell |
65,324
-284
| -0.4% | -$5.53K | 0.89% | 9 |
|
|
2022
Q1 | $1.55M | Sell |
65,608
-628
| -0.9% | -$14.9K | 0.96% | 9 |
|
|
2021
Q4 | $1.7M | Sell |
66,236
-1,400
| -2% | -$35.8K | 1.02% | 9 |
|
|
2021
Q3 | $1.69M | Sell |
67,636
-4,424
| -6% | -$111K | 1.07% | 9 |
|
|
2021
Q2 | $1.88M | Sell |
72,060
-4,900
| -6% | -$128K | 1.24% | 9 |
|
|
2021
Q1 | $1.95M | Sell |
76,960
-5,948
| -7% | -$151K | 1.39% | 9 |
|
|
2020
Q4 | $1.85M | Buy |
+82,908
| New | +$1.85M | 1.61% | 9 |
|