Biltmore Family Office’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 | $211K | Buy |
8,340
+192
| +2% | +$4.86K | 0.04% | 202 |
|
|
2025
Q1 | $191K | Hold |
8,148
| – | – | 0.03% | 205 |
|
|
2024
Q4 | $211K | Hold |
8,148
| – | – | 0.04% | 197 |
|
|
2024
Q3 | $210K | Buy |
+8,148
| New | +$210K | 0.04% | 202 |
|
|
2023
Q4 | – | Sell |
-432
| Closed | -$8.95K | – | 244 |
|
|
2023
Q3 | $8.95K | Buy |
+432
| New | +$8.95K | ﹤0.01% | 224 |
|
|
2023
Q2 | – | Sell |
-12,148
| Closed | -$255K | – | 257 |
|
|
2023
Q1 | $255K | Hold |
12,148
| – | – | 0.05% | 196 |
|
|
2022
Q4 | $246K | Buy |
+12,148
| New | +$246K | 0.05% | 193 |
|