Cascade Financial 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 | $267K | Buy |
10,537
+2
| +0% | +$51 | 0.03% | 218 |
|
|
2025
Q1 | $247K | Buy |
10,535
+1
| +0% | +$23 | 0.03% | 213 |
|
|
2024
Q4 | $272K | Sell |
10,534
-10,528
| -50% | -$272K | 0.04% | 198 |
|
|
2024
Q3 | $272K | Buy |
21,062
+10,482
| +99% | +$135K | 0.03% | 197 |
|
|
2024
Q2 | $251K | Buy |
10,580
+64
| +0.6% | +$1.52K | 0.03% | 196 |
|
|
2024
Q1 | $245K | Buy |
+10,516
| New | +$245K | 0.04% | 197 |
|