CPA
Clear Point 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 | $873K | Sell |
34,510
-1,325
| -4% | -$33.5K | 0.74% | 37 |
|
|
2025
Q1 | $840K | Sell |
35,835
-377
| -1% | -$8.83K | 0.75% | 38 |
|
|
2024
Q4 | $936K | Buy |
36,212
+18,139
| +100% | +$1.71K | 0.8% | 35 |
|
|
2024
Q3 | $931K | Sell |
18,073
-282
| -2% | -$14.5K | 0.72% | 35 |
|
|
2024
Q2 | $871K | Hold |
18,355
| – | – | 0.72% | 35 |
|
|
2024
Q1 | $904K | Sell |
18,355
-396
| -2% | -$19.5K | 0.74% | 37 |
|
|
2023
Q4 | $884K | Buy |
+18,751
| New | +$884K | 0.78% | 34 |
|