DecisionPoint Financial’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 | $129K | Hold |
5,037
| – | – | 0.03% | 55 |
|
|
2025
Q1 | $118K | Buy |
5,037
+4,557
| +949% | +$107K | 0.03% | 50 |
|
|
2024
Q4 | $12.4K | Hold |
480
| – | – | ﹤0.01% | 147 |
|
|
2024
Q3 | $12.4K | Hold |
480
| – | – | ﹤0.01% | 150 |
|
|
2024
Q2 | $12.3K | Hold |
480
| – | – | ﹤0.01% | 147 |
|
|
2024
Q1 | $11.2K | Hold |
480
| – | – | ﹤0.01% | 159 |
|
|
2023
Q4 | $11.3K | Hold |
480
| – | – | ﹤0.01% | 127 |
|
|
2023
Q3 | $9.94K | Buy |
+480
| New | +$9.94K | 0.01% | 123 |
|