Cambridge Financial Group (Arizona)’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 | $5M | Sell |
197,599
-5,343
| -3% | -$135K | 1.88% | 10 |
|
|
2025
Q1 | $4.76M | Buy |
202,942
+10,074
| +5% | +$236K | 2.02% | 10 |
|
|
2024
Q4 | $4.99M | Sell |
192,868
-12,474
| -6% | -$323K | 2.13% | 10 |
|
|
2024
Q3 | $5.29M | Sell |
205,342
-5,510
| -3% | -$142K | 2.2% | 10 |
|
|
2024
Q2 | $5M | Sell |
210,852
-8,610
| -4% | -$204K | 2.29% | 10 |
|
|
2024
Q1 | $5.4M | Buy |
219,462
+3,120
| +1% | +$76.8K | 2.57% | 9 |
|
|
2023
Q4 | $5.11M | Buy |
+216,342
| New | +$5.11M | 2.67% | 10 |
|