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 |
|