BFSG LLC’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 | $131K | Sell |
5,197
-366
| -7% | -$9.26K | 0.01% | 298 |
|
|
2025
Q1 | $130K | Sell |
5,563
-657
| -11% | -$15.4K | 0.02% | 288 |
|
|
2024
Q4 | $161K | Sell |
6,220
-176
| -3% | -$4.55K | 0.02% | 260 |
|
|
2024
Q3 | $165K | Sell |
6,396
-240
| -4% | -$6.18K | 0.02% | 265 |
|
|
2024
Q2 | $157K | Sell |
6,636
-130
| -2% | -$3.08K | 0.02% | 257 |
|
|
2024
Q1 | $167K | Sell |
6,766
-112
| -2% | -$2.76K | 0.02% | 255 |
|
|
2023
Q4 | $162K | Buy |
+6,878
| New | +$162K | 0.02% | 262 |
|