Elevation Wealth Partners’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 | $959K | Buy |
37,915
+662
| +2% | +$16.7K | 0.38% | 46 |
|
|
2025
Q1 | $873K | Sell |
37,253
-143
| -0.4% | -$3.35K | 0.38% | 47 |
|
|
2024
Q4 | $967K | Sell |
37,396
-1,290
| -3% | -$33.4K | 0.41% | 42 |
|
|
2024
Q3 | $996K | Buy |
38,686
+572
| +2% | +$14.7K | 0.43% | 43 |
|
|
2024
Q2 | $904K | Sell |
38,114
-42
| -0.1% | -$996 | 0.43% | 44 |
|
|
2024
Q1 | $939K | Sell |
38,156
-3,512
| -8% | -$86.5K | 0.47% | 43 |
|
|
2023
Q4 | $863K | Buy |
41,668
+26,148
| +168% | +$542K | 0.52% | 39 |
|
|
2023
Q3 | $321K | Sell |
15,520
-156
| -1% | -$3.23K | 0.28% | 44 |
|
|
2023
Q2 | $343K | Buy |
15,676
+694
| +5% | +$15.2K | 0.29% | 44 |
|
|
2023
Q1 | $314K | Buy |
+14,982
| New | +$314K | 0.29% | 47 |
|