Delta Investment Management’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
$278K Buy
10,974
+1
+0% +$25 0.05% 198
2025
Q1
$257K Sell
10,973
-13,833
-56% -$324K 0.05% 207
2024
Q4
$641K Buy
+24,806
New +$641K 0.12% 108