Dana Investment 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 | $329K | Hold |
13,001
| – | – | 0.01% | 492 |
|
|
2025
Q1 | $305K | Sell |
13,001
-710
| -5% | -$16.6K | 0.01% | 501 |
|
|
2024
Q4 | $355K | Buy |
13,711
+709
| +5% | +$18.3K | 0.01% | 488 |
|
|
2024
Q3 | $335K | Sell |
13,002
-1,530
| -11% | -$39.4K | 0.01% | 486 |
|
|
2024
Q2 | $345K | Hold |
14,532
| – | – | 0.01% | 468 |
|
|
2024
Q1 | $358K | Hold |
14,532
| – | – | 0.01% | 468 |
|
|
2023
Q4 | $343K | Buy |
+14,532
| New | +$343K | 0.02% | 363 |
|