CA
Centerpoint Advisors’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 | $2.28M | Hold |
90,000
| – | – | 0.77% | 20 |
|
|
2025
Q1 | $2.11M | Hold |
90,000
| – | – | 0.78% | 20 |
|
|
2024
Q4 | $2.33M | Buy |
90,000
+45,000
| +100% | +$1.16M | 0.81% | 19 |
|
|
2024
Q3 | $2.32M | Hold |
45,000
| – | – | 0.81% | 19 |
|
|
2024
Q2 | $2.14M | Hold |
45,000
| – | – | 0.77% | 20 |
|
|
2024
Q1 | $2.22M | Hold |
45,000
| – | – | 0.83% | 20 |
|
|
2023
Q4 | $2.13M | Hold |
45,000
| – | – | 0.84% | 19 |
|
|
2023
Q3 | $1.86M | Hold |
45,000
| – | – | 0.79% | 24 |
|
|
2023
Q2 | $1.97M | Hold |
45,000
| – | – | 0.8% | 24 |
|
|
2023
Q1 | $1.89M | Hold |
45,000
| – | – | 0.82% | 22 |
|
|
2022
Q4 | $1.82M | Buy |
+45,000
| New | +$1.82M | 0.85% | 23 |
|