EA
Enclave Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $787K | Sell |
31,108
-7,039
| -18% | -$178K | 0.13% | 63 |
|
|
2025
Q1 | $894K | Sell |
38,147
-10,936
| -22% | -$256K | 0.15% | 61 |
|
|
2024
Q4 | $1.27M | Buy |
49,083
+22,905
| +87% | +$592K | 0.21% | 55 |
|
|
2024
Q3 | $1.35M | Buy |
+26,178
| New | +$1.35M | 0.23% | 50 |
|