BIP Wealth’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 | $378K | Sell |
14,932
-1,781
| -11% | -$45.1K | 0.02% | 179 |
|
|
2025
Q1 | $392K | Buy |
16,713
+791
| +5% | +$18.5K | 0.03% | 177 |
|
|
2024
Q4 | $412K | Sell |
15,922
-160
| -1% | -$4.14K | 0.03% | 168 |
|
|
2024
Q3 | $414K | Sell |
16,082
-1,184
| -7% | -$30.5K | 0.03% | 152 |
|
|
2024
Q2 | $410K | Buy |
17,266
+254
| +1% | +$6.03K | 0.03% | 126 |
|
|
2024
Q1 | $419K | Sell |
17,012
-2,100
| -11% | -$51.7K | 0.03% | 135 |
|
|
2023
Q4 | $451K | Hold |
19,112
| – | – | 0.04% | 121 |
|
|
2023
Q3 | $396K | Sell |
19,112
-2,616
| -12% | -$54.2K | 0.04% | 117 |
|
|
2023
Q2 | $476K | Sell |
21,728
-544
| -2% | -$11.9K | 0.04% | 110 |
|
|
2023
Q1 | $467K | Buy |
+22,272
| New | +$467K | 0.05% | 114 |
|