Econ Financial Services’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 | $1.05M | Buy |
41,398
+1,310
| +3% | +$33.1K | 0.54% | 53 |
|
|
2025
Q1 | $939K | Sell |
40,088
-309
| -0.8% | -$7.24K | 0.5% | 62 |
|
|
2024
Q4 | $1.04M | Sell |
40,397
-1,375
| -3% | -$35.6K | 0.6% | 54 |
|
|
2024
Q3 | $1.08M | Sell |
41,772
-9,480
| -18% | -$244K | 0.6% | 45 |
|
|
2024
Q2 | $1.22M | Buy |
51,252
+1,048
| +2% | +$24.9K | 0.75% | 45 |
|
|
2024
Q1 | $1.24M | Sell |
50,204
-16,328
| -25% | -$402K | 0.77% | 41 |
|
|
2023
Q4 | $1.57M | Sell |
66,532
-1,322
| -2% | -$31.2K | 1.11% | 34 |
|
|
2023
Q3 | $1.41M | Sell |
67,854
-43,514
| -39% | -$901K | 1.03% | 36 |
|
|
2023
Q2 | $2.44M | Sell |
111,368
-1,082
| -1% | -$23.7K | 1.72% | 20 |
|
|
2023
Q1 | $2.36M | Buy |
+112,450
| New | +$2.36M | 1.79% | 20 |
|
|
2022
Q3 | – | Sell |
-237,246
| Closed | -$4.63M | – | 95 |
|
|
2022
Q2 | $4.63M | Buy |
237,246
+23,602
| +11% | +$460K | 3.73% | 4 |
|
|
2022
Q1 | $5.06M | Buy |
213,644
+33,436
| +19% | +$792K | 3.75% | 7 |
|
|
2021
Q4 | $4.61M | Buy |
+180,208
| New | +$4.61M | 3.4% | 5 |
|
|
2019
Q2 | $2.08M | Buy |
116,428
+12,124
| +12% | +$217K | 2.88% | 12 |
|
|
2019
Q1 | $1.82M | Sell |
104,304
-61,608
| -37% | -$1.08M | 2.72% | 14 |
|
|
2018
Q4 | $2.52M | Buy |
+165,912
| New | +$2.52M | 3.83% | 5 |
|