Clarity Capital Advisors’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 | $356K | Buy |
14,077
+46
| +0.3% | +$1.16K | 0.21% | 67 |
|
|
2025
Q1 | $329K | Sell |
14,031
-5,805
| -29% | -$136K | 0.22% | 63 |
|
|
2024
Q4 | $513K | Buy |
19,836
+84
| +0.4% | +$2.17K | 0.34% | 46 |
|
|
2024
Q3 | $509K | Buy |
19,752
+134
| +0.7% | +$3.45K | 0.36% | 49 |
|
|
2024
Q2 | $465K | Hold |
19,618
| – | – | 0.36% | 49 |
|
|
2024
Q1 | $483K | Buy |
19,618
+44
| +0.2% | +$1.08K | 0.39% | 50 |
|
|
2023
Q4 | $462K | Buy |
+19,574
| New | +$462K | 0.4% | 48 |
|