CRA Financial Services’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 | $1.72M | Buy |
67,948
+937
| +1% | +$23.7K | 0.26% | 76 |
|
|
2025
Q1 | $1.57M | Buy |
67,011
+4,346
| +7% | +$102K | 0.27% | 73 |
|
|
2024
Q4 | $1.62M | Buy |
62,665
+13
| +0% | +$336 | 0.28% | 69 |
|
|
2024
Q3 | $1.61M | Sell |
62,652
-1,528
| -2% | -$39.3K | 0.3% | 62 |
|
|
2024
Q2 | $1.52M | Sell |
64,180
-4,078
| -6% | -$96.8K | 0.31% | 60 |
|
|
2024
Q1 | $1.68M | Sell |
68,258
-300
| -0.4% | -$7.39K | 0.37% | 54 |
|
|
2023
Q4 | $1.62M | Sell |
68,558
-1,818
| -3% | -$42.9K | 0.4% | 52 |
|
|
2023
Q3 | $1.46M | Sell |
70,376
-2,162
| -3% | -$44.8K | 0.4% | 51 |
|
|
2023
Q2 | $1.59M | Buy |
72,538
+2,864
| +4% | +$62.7K | 0.43% | 47 |
|
|
2023
Q1 | $1.46M | Buy |
69,674
+526
| +0.8% | +$11K | 0.43% | 46 |
|
|
2022
Q4 | $1.4M | Sell |
69,148
-11,874
| -15% | -$241K | 0.46% | 45 |
|
|
2022
Q3 | $1.53M | Sell |
81,022
-838
| -1% | -$15.8K | 0.55% | 36 |
|
|
2022
Q2 | $1.6M | Buy |
81,860
+2,400
| +3% | +$46.8K | 0.55% | 31 |
|
|
2022
Q1 | $1.88M | Buy |
79,460
+2,052
| +3% | +$48.6K | 0.57% | 34 |
|
|
2021
Q4 | $1.98M | Buy |
77,408
+4,408
| +6% | +$113K | 0.59% | 31 |
|
|
2021
Q3 | $1.83M | Buy |
73,000
+4,556
| +7% | +$114K | 0.62% | 29 |
|
|
2021
Q2 | $1.78M | Buy |
68,444
+6,056
| +10% | +$158K | 0.62% | 28 |
|
|
2021
Q1 | $1.56M | Buy |
62,388
+5,676
| +10% | +$141K | 0.6% | 34 |
|
|
2020
Q4 | $1.26M | Buy |
56,712
+1,832
| +3% | +$40.8K | 0.53% | 35 |
|
|
2020
Q3 | $937K | Buy |
54,880
+1,096
| +2% | +$18.7K | 0.45% | 42 |
|
|
2020
Q2 | $879K | Buy |
53,784
+4,200
| +8% | +$68.6K | 0.46% | 42 |
|
|
2020
Q1 | $639K | Buy |
+49,584
| New | +$639K | 0.41% | 52 |
|