Everhart Financial 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 | $1.97M | Sell |
77,693
-1,747
| -2% | -$44.2K | 0.23% | 57 |
|
|
2025
Q1 | $1.86M | Buy |
79,440
+449
| +0.6% | +$10.5K | 0.25% | 50 |
|
|
2024
Q4 | $2.04M | Sell |
78,991
-20,359
| -20% | -$526K | 0.42% | 44 |
|
|
2024
Q3 | $2.56M | Sell |
99,350
-864
| -0.9% | -$22.2K | 0.57% | 34 |
|
|
2024
Q2 | $2.38M | Sell |
100,214
-672
| -0.7% | -$15.9K | 0.62% | 31 |
|
|
2024
Q1 | $2.48M | Sell |
100,886
-1,362
| -1% | -$33.5K | 0.72% | 28 |
|
|
2023
Q4 | $2.42M | Sell |
102,248
-4,820
| -5% | -$114K | 0.86% | 29 |
|
|
2023
Q3 | $2.22M | Sell |
107,068
-8,018
| -7% | -$166K | 0.94% | 28 |
|
|
2023
Q2 | $2.05M | Sell |
115,086
-10,450
| -8% | -$186K | 0.85% | 29 |
|
|
2023
Q1 | $2.63M | Sell |
125,536
-818
| -0.6% | -$17.1K | 1.18% | 19 |
|
|
2022
Q4 | $2.56M | Sell |
126,354
-1,380
| -1% | -$28K | 1.29% | 19 |
|
|
2022
Q3 | $2.41M | Buy |
127,734
+680
| +0.5% | +$12.9K | 1.34% | 19 |
|
|
2022
Q2 | $2.48M | Sell |
127,054
-504
| -0.4% | -$9.83K | 1.51% | 15 |
|
|
2022
Q1 | $3.02M | Buy |
127,558
+954
| +0.8% | +$22.6K | 1.75% | 15 |
|
|
2021
Q4 | $3.24M | Sell |
126,604
-2,120
| -2% | -$54.3K | 1.96% | 15 |
|
|
2021
Q3 | $3.22M | Sell |
128,724
-520
| -0.4% | -$13K | 2.21% | 12 |
|
|
2021
Q2 | $3.37M | Sell |
129,244
-10,952
| -8% | -$285K | 2.32% | 13 |
|
|
2021
Q1 | $3.49M | Sell |
140,196
-13,552
| -9% | -$338K | 3.07% | 8 |
|
|
2020
Q4 | $3.42M | Buy |
+153,748
| New | +$3.42M | 3.16% | 8 |
|