Burkett Financial Services’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 | $634K | Sell |
25,057
-946
| -4% | -$23.9K | 0.23% | 33 |
|
|
2025
Q1 | $609K | Sell |
26,003
-1,162
| -4% | -$27.2K | 0.25% | 31 |
|
|
2024
Q4 | $702K | Sell |
27,165
-181
| -0.7% | -$4.68K | 0.29% | 31 |
|
|
2024
Q3 | $704K | Sell |
27,346
-1,034
| -4% | -$26.6K | 0.29% | 29 |
|
|
2024
Q2 | $673K | Sell |
28,380
-422
| -1% | -$10K | 0.35% | 26 |
|
|
2024
Q1 | $709K | Sell |
28,802
-976
| -3% | -$24K | 0.37% | 26 |
|
|
2023
Q4 | $703K | Buy |
+29,778
| New | +$703K | 0.39% | 23 |
|