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Builder Investment Group’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$251K Hold
9,902
0.06% 91
2025
Q1
$232K Hold
9,902
0.07% 92
2024
Q4
$256K Buy
9,902
+5,273
+114% +$136K 0.07% 89
2024
Q3
$238K Hold
4,629
0.06% 93
2024
Q2
$220K Buy
4,629
+8
+0.2% +$380 0.06% 94
2024
Q1
$228K Hold
4,621
0.07% 98
2023
Q4
$218K Buy
+4,621
New +$218K 0.08% 93
2023
Q3
Sell
-5,142
Closed -$225K 98
2023
Q2
$225K Sell
5,142
-464
-8% -$20.3K 0.09% 85
2023
Q1
$235K Buy
5,606
+190
+4% +$7.97K 0.1% 82
2022
Q4
$219K Buy
+5,416
New +$219K 0.1% 85