Beaird Harris Wealth Management’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 | $193K | Hold |
7,610
| – | – | 0.01% | 132 |
|
|
2025
Q1 | $178K | Hold |
7,610
| – | – | 0.02% | 128 |
|
|
2024
Q4 | $197K | Hold |
7,610
| – | – | 0.02% | 128 |
|
|
2024
Q3 | $196K | Hold |
7,610
| – | – | 0.02% | 132 |
|
|
2024
Q2 | $181K | Hold |
7,610
| – | – | 0.02% | 129 |
|
|
2024
Q1 | $187K | Hold |
7,610
| – | – | 0.02% | 122 |
|
|
2023
Q4 | $180K | Hold |
7,610
| – | – | 0.02% | 110 |
|
|
2023
Q3 | $158K | Hold |
7,610
| – | – | 0.02% | 106 |
|
|
2023
Q2 | $167K | Sell |
7,610
-7,230
| -49% | -$158K | 0.02% | 102 |
|
|
2023
Q1 | $311K | Buy |
14,840
+9,090
| +158% | +$191K | 0.06% | 70 |
|
|
2022
Q4 | $116K | Buy |
5,750
+5,116
| +807% | +$104K | 0.02% | 121 |
|
|
2022
Q3 | $12K | Sell |
634
-250
| -28% | -$4.73K | ﹤0.01% | 267 |
|
|
2022
Q2 | $17K | Buy |
884
+260
| +42% | +$5K | ﹤0.01% | 220 |
|
|
2022
Q1 | $15K | Sell |
624
-16
| -3% | -$385 | 0.01% | 281 |
|
|
2021
Q4 | $16K | Buy |
+640
| New | +$16K | 0.01% | 347 |
|