Blossom 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 | $1.3M | Buy |
51,388
+2,315
| +5% | +$58.6K | 2.3% | 11 |
|
|
2025
Q1 | $1.15M | Sell |
49,073
-210
| -0.4% | -$4.92K | 2.31% | 10 |
|
|
2024
Q4 | $1.27M | Sell |
49,283
-175
| -0.4% | -$4.53K | 2.45% | 8 |
|
|
2024
Q3 | $1.27M | Buy |
49,458
+2,182
| +5% | +$56.2K | 2.57% | 8 |
|
|
2024
Q2 | $1.12M | Buy |
47,276
+3,134
| +7% | +$74.4K | 2.44% | 8 |
|
|
2024
Q1 | $1.09M | Buy |
44,142
+1,678
| +4% | +$41.3K | 2.62% | 8 |
|
|
2023
Q4 | $1M | Buy |
42,464
+3,236
| +8% | +$76.4K | 2.7% | 8 |
|
|
2023
Q3 | $812K | Buy |
39,228
+286
| +0.7% | +$5.92K | 2.6% | 9 |
|
|
2023
Q2 | $853K | Buy |
38,942
+2,500
| +7% | +$54.8K | 3.12% | 8 |
|
|
2023
Q1 | $764K | Buy |
36,442
+412
| +1% | +$8.64K | 3.11% | 7 |
|
|
2022
Q4 | $730K | Buy |
36,030
+3,926
| +12% | +$79.5K | 3.52% | 7 |
|
|
2022
Q3 | $607K | Sell |
32,104
-24
| -0.1% | -$454 | 3.42% | 8 |
|
|
2022
Q2 | $626K | Buy |
32,128
+842
| +3% | +$16.4K | 3.17% | 8 |
|
|
2022
Q1 | $741K | Buy |
31,286
+1,202
| +4% | +$28.5K | 3.34% | 8 |
|
|
2021
Q4 | $770K | Buy |
30,084
+4,712
| +19% | +$121K | 3.79% | 8 |
|
|
2021
Q3 | $635K | Buy |
25,372
+3,040
| +14% | +$76.1K | 3.78% | 10 |
|
|
2021
Q2 | $582K | Buy |
22,332
+4,508
| +25% | +$117K | 4.38% | 8 |
|
|
2021
Q1 | $444K | Buy |
17,824
+4,792
| +37% | +$119K | 5.16% | 8 |
|
|
2020
Q4 | $289K | Buy |
+13,032
| New | +$289K | 6.46% | 8 |
|