Eley Financial Management’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 | $937K | Sell |
37,049
-1,326
| -3% | -$33.5K | 0.36% | 55 |
|
|
2025
Q1 | $901K | Sell |
38,375
-689
| -2% | -$16.2K | 0.36% | 56 |
|
|
2024
Q4 | $1.01M | Sell |
39,064
-586
| -1% | -$15.2K | 0.39% | 55 |
|
|
2024
Q3 | $1.02M | Sell |
39,650
-254
| -0.6% | -$6.54K | 0.41% | 56 |
|
|
2024
Q2 | $947K | Sell |
39,904
-924
| -2% | -$21.9K | 0.4% | 54 |
|
|
2024
Q1 | $1.01M | Sell |
40,828
-612
| -1% | -$15.1K | 0.43% | 53 |
|
|
2023
Q4 | $979K | Buy |
41,440
+56
| +0.1% | +$1.32K | 0.46% | 53 |
|
|
2023
Q3 | $860K | Sell |
41,384
-1,990
| -5% | -$41.4K | 0.44% | 55 |
|
|
2023
Q2 | $950K | Buy |
43,374
+424
| +1% | +$9.29K | 0.46% | 49 |
|
|
2023
Q1 | $900K | Sell |
42,950
-1,898
| -4% | -$39.8K | 0.47% | 54 |
|
|
2022
Q4 | $908K | Buy |
+44,848
| New | +$908K | 0.49% | 54 |
|