Cross Staff Investments’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 | $248K | Buy |
9,811
+1
| +0% | +$25 | 0.18% | 112 |
|
2025
Q1 | $230K | Buy |
9,810
+1
| +0% | +$23 | 0.17% | 113 |
|
2024
Q4 | $254K | Buy |
9,809
+61
| +0.6% | +$1.58K | 0.18% | 105 |
|
2024
Q3 | $251K | Buy |
9,748
+2
| +0% | +$51 | 0.19% | 111 |
|
2024
Q2 | $231K | Buy |
9,746
+40
| +0.4% | +$949 | 0.19% | 108 |
|
2024
Q1 | $239K | Buy |
9,706
+250
| +3% | +$6.16K | 0.2% | 106 |
|
2023
Q4 | $223K | Sell |
9,456
-2,140
| -18% | -$50.6K | 0.2% | 107 |
|
2023
Q3 | $240K | Buy |
11,596
+2
| +0% | +$41 | 0.23% | 101 |
|
2023
Q2 | $254K | Sell |
11,594
-260
| -2% | -$5.69K | 0.23% | 103 |
|
2023
Q1 | $249K | Buy |
11,854
+80
| +0.7% | +$1.68K | 0.25% | 100 |
|
2022
Q4 | $238K | Buy |
11,774
+92
| +0.8% | +$1.86K | 0.25% | 102 |
|
2022
Q3 | $221K | Sell |
11,682
-1,340
| -10% | -$25.4K | 0.25% | 103 |
|
2022
Q2 | $254K | Buy |
13,022
+6
| +0% | +$117 | 0.28% | 100 |
|
2022
Q1 | $308K | Hold |
13,016
| – | – | 0.29% | 93 |
|
2021
Q4 | $333K | Buy |
+13,016
| New | +$333K | 0.3% | 97 |
|