Cynosure Group’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 | $1.74M | Buy |
68,651
+20,428
| +42% | +$517K | 0.2% | 55 |
|
|
2025
Q1 | $1.13M | Buy |
48,223
+113
| +0.2% | +$2.65K | 0.16% | 69 |
|
|
2024
Q4 | $1.24M | Buy |
48,110
+292
| +0.6% | +$7.55K | 0.19% | 61 |
|
|
2024
Q3 | $1.23M | Buy |
47,818
+42
| +0.1% | +$1.08K | 0.18% | 58 |
|
|
2024
Q2 | $1.13M | Buy |
47,776
+14,506
| +44% | +$344K | 0.18% | 73 |
|
|
2024
Q1 | $819K | Buy |
33,270
+14
| +0% | +$345 | 0.15% | 74 |
|
|
2023
Q4 | $786K | Buy |
33,256
+1,158
| +4% | +$27.4K | 0.14% | 104 |
|
|
2023
Q3 | $665K | Sell |
32,098
-16,896
| -34% | -$350K | 0.2% | 97 |
|
|
2023
Q2 | $1.07M | Buy |
+48,994
| New | +$1.07M | 0.32% | 74 |
|