Birchbrook’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 | $266K | Hold |
10,520
| – | – | 0.14% | 65 |
|
|
2025
Q1 | $246K | Hold |
10,520
| – | – | 0.14% | 61 |
|
|
2024
Q4 | $272K | Hold |
10,520
| – | – | 0.15% | 56 |
|
|
2024
Q3 | $271K | Hold |
10,520
| – | – | 0.15% | 55 |
|
|
2024
Q2 | $250K | Hold |
10,520
| – | – | 0.15% | 58 |
|
|
2024
Q1 | $259K | Hold |
10,520
| – | – | 0.15% | 56 |
|
|
2023
Q4 | $248K | Buy |
+10,520
| New | +$248K | 0.16% | 59 |
|