City State Bank’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
$3.8K Hold
150
﹤0.01% 620
2025
Q1
$3.52K Hold
150
﹤0.01% 631
2024
Q4
$3.88K Hold
150
﹤0.01% 603
2024
Q3
$3.86K Buy
150
+76
+103% +$1.96K ﹤0.01% 603
2024
Q2
$1.76K Sell
74
-74
-50% -$1.76K ﹤0.01% 637
2024
Q1
$4K Hold
148
﹤0.01% 603
2023
Q4
$3K Hold
148
﹤0.01% 601
2023
Q3
$3K Hold
148
﹤0.01% 610
2023
Q2
$3K Hold
148
﹤0.01% 619
2023
Q1
$3K Hold
148
﹤0.01% 606
2022
Q4
$3K Hold
148
﹤0.01% 583
2022
Q3
$3K Hold
148
﹤0.01% 581
2022
Q2
$3K Hold
148
﹤0.01% 584
2022
Q1
$4K Hold
148
﹤0.01% 580
2021
Q4
$4K Buy
+148
New +$4K ﹤0.01% 570