Connecticut Wealth Management’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 | $391K | Buy |
15,459
+6,555
| +74% | +$166K | 0.02% | 232 |
|
|
2025
Q1 | $209K | Buy |
+8,904
| New | +$209K | 0.01% | 291 |
|
|
2024
Q4 | – | Sell |
-7,988
| Closed | -$206K | – | 298 |
|
|
2024
Q3 | $206K | Buy |
+7,988
| New | +$206K | 0.01% | 317 |
|
|
2024
Q2 | – | Sell |
-9,206
| Closed | -$227K | – | 337 |
|
|
2024
Q1 | $227K | Sell |
9,206
-26
| -0.3% | -$640 | 0.01% | 305 |
|
|
2023
Q4 | $218K | Buy |
+9,232
| New | +$218K | 0.01% | 303 |
|