Diversify Advisory Services’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $569K | Buy |
21,563
+1,532
| +8% | +$40.5K | 0.02% | 490 |
|
|
2025
Q1 | $460K | Sell |
20,031
-44,369
| -69% | -$1.02M | 0.03% | 374 |
|
|
2024
Q4 | $1.64M | Sell |
64,400
-24,710
| -28% | -$629K | 0.09% | 158 |
|
|
2024
Q3 | $1.15M | Buy |
89,110
+65,088
| +271% | +$840K | 0.06% | 234 |
|
|
2024
Q2 | $564K | Buy |
+24,022
| New | +$564K | 0.03% | 360 |
|