Bowman & Company’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 | – | Sell |
-12,411
| Closed | -$291K | – | 115 |
|
|
2025
Q1 | $291K | Buy |
12,411
+28
| +0.2% | +$656 | 0.14% | 94 |
|
|
2024
Q4 | $320K | Buy |
12,383
+375
| +3% | +$9.7K | 0.17% | 95 |
|
|
2024
Q3 | $309K | Buy |
12,008
+80
| +0.7% | +$2.06K | 0.16% | 91 |
|
|
2024
Q2 | $283K | Hold |
11,928
| – | – | 0.16% | 86 |
|
|
2024
Q1 | $294K | Buy |
11,928
+28
| +0.2% | +$689 | 0.18% | 85 |
|
|
2023
Q4 | $281K | Buy |
11,900
+62
| +0.5% | +$1.47K | 0.2% | 78 |
|
|
2023
Q3 | $245K | Buy |
+11,838
| New | +$245K | 0.2% | 77 |
|