Cornerstone Wealth 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 | $529K | Buy |
20,890
+1,134
| +6% | +$28.7K | 0.14% | 31 |
|
|
2025
Q1 | $463K | Sell |
19,756
-691
| -3% | -$16.2K | 0.13% | 31 |
|
|
2024
Q4 | $529K | Sell |
20,447
-979
| -5% | -$25.3K | 0.15% | 31 |
|
|
2024
Q3 | $552K | Buy |
21,426
+96
| +0.5% | +$2.47K | 0.15% | 31 |
|
|
2024
Q2 | $506K | Sell |
21,330
-610
| -3% | -$14.5K | 0.15% | 31 |
|
|
2024
Q1 | $540K | Sell |
21,940
-772
| -3% | -$19K | 0.17% | 31 |
|
|
2023
Q4 | $536K | Buy |
22,712
+232
| +1% | +$5.48K | 0.17% | 30 |
|
|
2023
Q3 | $466K | Sell |
22,480
-264
| -1% | -$5.47K | 0.16% | 32 |
|
|
2023
Q2 | $498K | Sell |
22,744
-654
| -3% | -$14.3K | 0.17% | 32 |
|
|
2023
Q1 | $491K | Buy |
23,398
+130
| +0.6% | +$2.73K | 0.18% | 32 |
|
|
2022
Q4 | $471K | Buy |
23,268
+736
| +3% | +$14.9K | 0.18% | 32 |
|
|
2022
Q3 | $426K | Sell |
22,532
-1,978
| -8% | -$37.4K | 0.17% | 30 |
|
|
2022
Q2 | $478K | Sell |
24,510
-1,224
| -5% | -$23.9K | 0.18% | 31 |
|
|
2022
Q1 | $609K | Sell |
25,734
-6,666
| -21% | -$158K | 0.21% | 29 |
|
|
2021
Q4 | $829K | Sell |
32,400
-2,828
| -8% | -$72.4K | 0.28% | 26 |
|
|
2021
Q3 | $882K | Sell |
35,228
-1,724
| -5% | -$43.2K | 0.31% | 24 |
|
|
2021
Q2 | $969K | Sell |
36,952
-5,360
| -13% | -$141K | 0.34% | 24 |
|
|
2021
Q1 | $1.05M | Buy |
+42,312
| New | +$1.05M | 0.4% | 25 |
|