Empower Advisory Group’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 | $846M | Buy |
33,442,998
+7,049,998
| +27% | +$178M | 2.53% | 9 |
|
|
2025
Q1 | $618M | Buy |
26,393,000
+1,057,580
| +4% | +$24.8M | 2.02% | 12 |
|
|
2024
Q4 | $655M | Buy |
25,335,420
+738,966
| +3% | +$19.1M | 2.21% | 10 |
|
|
2024
Q3 | $633M | Buy |
24,596,454
+697,990
| +3% | +$18M | 2.14% | 11 |
|
|
2024
Q2 | $567M | Buy |
23,898,464
+326,050
| +1% | +$7.74M | 2.1% | 11 |
|
|
2024
Q1 | $580M | Sell |
23,572,414
-934,380
| -4% | -$23M | 2.17% | 11 |
|
|
2023
Q4 | $579M | Buy |
24,506,794
+2,850,502
| +13% | +$67.3M | 2.28% | 10 |
|
|
2023
Q3 | $449M | Sell |
21,656,292
-1,881,972
| -8% | -$39M | 1.98% | 11 |
|
|
2023
Q2 | $515M | Buy |
23,538,264
+1,225,104
| +5% | +$26.8M | 2.22% | 10 |
|
|
2023
Q1 | $468M | Buy |
+22,313,160
| New | +$468M | 2.1% | 11 |
|