Dodds Wealth’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 | – | Sell |
-261,356
| Closed | -$6.12M | – | 59 |
|
|
2025
Q1 | $6.12M | Buy |
261,356
+17,978
| +7% | +$421K | 2% | 10 |
|
|
2024
Q4 | $6.54M | Sell |
243,378
-226,584
| -48% | -$6.09M | 2.1% | 10 |
|
|
2024
Q3 | $5.96M | Buy |
469,962
+240,536
| +105% | +$3.05M | 1.99% | 12 |
|
|
2024
Q2 | $5.39M | Buy |
229,426
+9,254
| +4% | +$217K | 2.1% | 10 |
|
|
2024
Q1 | $5.42M | Buy |
220,172
+37,394
| +20% | +$921K | 2.2% | 10 |
|
|
2023
Q4 | $4.32M | Buy |
+182,778
| New | +$4.32M | 2.21% | 11 |
|