Brown 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 | $5.6M | Buy |
221,188
+35,298
| +19% | +$893K | 1.74% | 16 |
|
|
2025
Q1 | $4.36M | Sell |
185,890
-4,172
| -2% | -$97.8K | 1.5% | 16 |
|
|
2024
Q4 | $4.92M | Buy |
190,062
+1,420
| +0.8% | +$36.7K | 1.74% | 15 |
|
|
2024
Q3 | $4.86M | Buy |
188,642
+11,374
| +6% | +$293K | 1.75% | 14 |
|
|
2024
Q2 | $4.21M | Buy |
177,268
+3,244
| +2% | +$77K | 1.7% | 15 |
|
|
2024
Q1 | $4.28M | Sell |
174,024
-412
| -0.2% | -$10.1K | 1.77% | 15 |
|
|
2023
Q4 | $4.12M | Sell |
174,436
-149,104
| -46% | -$3.52M | 1.82% | 14 |
|
|
2023
Q3 | $6.7M | Buy |
323,540
+95,564
| +42% | +$1.98M | 3.19% | 11 |
|
|
2023
Q2 | $4.99M | Buy |
+227,976
| New | +$4.99M | 2.58% | 11 |
|