Beacon Capital Management Inc (Ohio)’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 | $1.01K | Buy |
+40
| New | +$1.01K | ﹤0.01% | 89 |
|
|
2024
Q1 | – | Sell |
-40
| Closed | -$945 | – | 56 |
|
|
2023
Q4 | $945 | Hold |
40
| – | – | ﹤0.01% | 59 |
|
|
2023
Q3 | $828 | Hold |
40
| – | – | ﹤0.01% | 53 |
|
|
2023
Q2 | $876 | Sell |
40
-650
| -94% | -$14.2K | ﹤0.01% | 55 |
|
|
2023
Q1 | $14.5K | Buy |
690
+618
| +858% | +$13K | ﹤0.01% | 64 |
|
|
2022
Q4 | $1.46K | Buy |
72
+32
| +80% | +$648 | ﹤0.01% | 78 |
|
|
2022
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 71 |
|
|
2022
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 98 |
|
|
2022
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 69 |
|
|
2021
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 61 |
|
|
2021
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 86 |
|
|
2021
Q2 | – | Sell |
-40
| Closed | -$1K | – | 50 |
|
|
2021
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 55 |
|
|
2020
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 75 |
|
|
2020
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 94 |
|
|
2020
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 60 |
|
|
2020
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 98 |
|
|
2019
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 52 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 53 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 82 |
|
|
2019
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 62 |
|
|
2018
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 52 |
|
|
2018
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 55 |
|
|
2018
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 69 |
|
|
2018
Q1 | $1K | Hold |
40
| – | – | ﹤0.01% | 71 |
|
|
2017
Q4 | $1K | Hold |
40
| – | – | ﹤0.01% | 88 |
|
|
2017
Q3 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 63 |
|