Bluestem Financial Advisors’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 | $2.05M | Buy |
81,074
+62,207
| +330% | +$1.57M | 0.88% | 20 |
|
|
2025
Q1 | $442K | Sell |
18,867
-675
| -3% | -$15.8K | 0.21% | 24 |
|
|
2024
Q4 | $505K | Buy |
19,542
+2
| +0% | +$52 | 0.24% | 24 |
|
|
2024
Q3 | $503K | Buy |
19,540
+2
| +0% | +$52 | 0.23% | 24 |
|
|
2024
Q2 | $464K | Sell |
19,538
-960
| -5% | -$22.8K | 0.23% | 24 |
|
|
2024
Q1 | $505K | Buy |
20,498
+350
| +2% | +$8.62K | 0.26% | 22 |
|
|
2023
Q4 | $476K | Buy |
+20,148
| New | +$476K | 0.28% | 22 |
|