Copperwynd Financial’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 | $6.61M | Buy |
261,078
+19,696
| +8% | +$498K | 1.65% | 14 |
|
|
2025
Q1 | $5.66M | Buy |
241,382
+10,667
| +5% | +$250K | 1.56% | 11 |
|
|
2024
Q4 | $5.97M | Buy |
230,715
+11,741
| +5% | +$304K | 1.65% | 13 |
|
|
2024
Q3 | $5.64M | Buy |
218,974
+12,796
| +6% | +$329K | 1.7% | 11 |
|
|
2024
Q2 | $5.3M | Buy |
206,178
+31,370
| +18% | +$807K | 1.73% | 13 |
|
|
2024
Q1 | $4.3M | Buy |
174,808
+13,066
| +8% | +$322K | 1.55% | 14 |
|
|
2023
Q4 | $3.82M | Buy |
161,742
+13,770
| +9% | +$325K | 1.52% | 13 |
|
|
2023
Q3 | $3.06M | Buy |
147,972
+2,412
| +2% | +$50K | 1.44% | 13 |
|
|
2023
Q2 | $3.19M | Buy |
+145,560
| New | +$3.19M | 1.48% | 13 |
|