BIG
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 |
|