Capital Insight Partners’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 | $1.69M | Sell |
66,967
-46,686
| -41% | -$1.18M | 0.29% | 77 |
|
|
2025
Q1 | $2.66M | Sell |
113,653
-20,433
| -15% | -$479K | 0.46% | 63 |
|
|
2024
Q4 | $3.47M | Buy |
134,086
+450
| +0.3% | +$11.6K | 0.6% | 55 |
|
|
2024
Q3 | $3.44M | Sell |
133,636
-2,228
| -2% | -$57.4K | 0.6% | 59 |
|
|
2024
Q2 | $3.22M | Sell |
135,864
-122
| -0.1% | -$2.89K | 0.61% | 59 |
|
|
2024
Q1 | $3.35M | Buy |
135,986
+6,776
| +5% | +$167K | 0.63% | 58 |
|
|
2023
Q4 | $3.05M | Buy |
129,210
+406
| +0.3% | +$9.59K | 0.62% | 55 |
|
|
2023
Q3 | $2.67M | Buy |
128,804
+6,438
| +5% | +$133K | 0.61% | 54 |
|
|
2023
Q2 | $2.68M | Buy |
122,366
+8
| +0% | +$175 | 0.6% | 55 |
|
|
2023
Q1 | $2.57M | Buy |
122,358
+1,248
| +1% | +$26.2K | 0.6% | 58 |
|
|
2022
Q4 | $2.45M | Buy |
121,110
+18,966
| +19% | +$384K | 0.64% | 56 |
|
|
2022
Q3 | $1.93M | Sell |
102,144
-2,366
| -2% | -$44.7K | 0.52% | 69 |
|
|
2022
Q2 | $2.04M | Buy |
104,510
+6,148
| +6% | +$120K | 0.48% | 69 |
|
|
2022
Q1 | $2.33M | Buy |
98,362
+990
| +1% | +$23.4K | 0.48% | 70 |
|
|
2021
Q4 | $2.49M | Buy |
97,372
+11,620
| +14% | +$298K | 0.51% | 70 |
|
|
2021
Q3 | $2.15M | Buy |
85,752
+7,608
| +10% | +$190K | 0.47% | 81 |
|
|
2021
Q2 | $2.04M | Buy |
78,144
+5,612
| +8% | +$146K | 0.46% | 83 |
|
|
2021
Q1 | $1.81M | Buy |
72,532
+2,144
| +3% | +$53.4K | 0.44% | 85 |
|
|
2020
Q4 | $1.57M | Sell |
70,388
-7,640
| -10% | -$170K | 0.39% | 92 |
|
|
2020
Q3 | $1.33M | Buy |
78,028
+72
| +0.1% | +$1.23K | 0.37% | 94 |
|
|
2020
Q2 | $1.27M | Sell |
77,956
-1,432
| -2% | -$23.4K | 0.4% | 89 |
|
|
2020
Q1 | $1.02M | Buy |
79,388
+11,440
| +17% | +$147K | 0.54% | 63 |
|
|
2019
Q4 | $1.29M | Buy |
+67,948
| New | +$1.29M | 0.59% | 52 |
|