DHK Financial 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 | $361K | Sell |
14,273
-2,354
| -14% | -$59.6K | 0.21% | 75 |
|
|
2025
Q1 | $390K | Sell |
16,627
-1,698
| -9% | -$39.8K | 0.21% | 72 |
|
|
2024
Q4 | $474K | Sell |
18,325
-5,021
| -22% | -$130K | 0.29% | 59 |
|
|
2024
Q3 | $601K | Sell |
23,346
-1,450
| -6% | -$37.3K | 0.37% | 45 |
|
|
2024
Q2 | $590K | Sell |
24,796
-7,466
| -23% | -$178K | 0.41% | 41 |
|
|
2024
Q1 | $794K | Buy |
+32,262
| New | +$794K | 0.56% | 48 |
|