Christensen King & Associates Investment 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 | $10.6M | Sell |
420,054
-4,669
| -1% | -$118K | 4.87% | 7 |
|
|
2025
Q1 | $10.4M | Buy |
424,723
+7
| +0% | +$171 | 4.92% | 7 |
|
|
2024
Q4 | $11.1M | Buy |
424,716
+5,744
| +1% | +$151K | 5.22% | 6 |
|
|
2024
Q3 | $10.8M | Sell |
418,972
-9,398
| -2% | -$242K | 5.08% | 6 |
|
|
2024
Q2 | $10.2M | Buy |
428,370
+9,090
| +2% | +$216K | 5.01% | 6 |
|
|
2024
Q1 | $10.3M | Buy |
419,280
+4,484
| +1% | +$110K | 5.16% | 6 |
|
|
2023
Q4 | $9.8M | Buy |
+414,796
| New | +$9.8M | 5.25% | 5 |
|