Evernest Financial Advisors’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 | $422K | Buy |
16,673
+566
| +4% | +$14.3K | 0.14% | 118 |
|
|
2025
Q1 | $377K | Buy |
16,107
+25
| +0.2% | +$586 | 0.14% | 114 |
|
|
2024
Q4 | $416K | Sell |
16,082
-6,006
| -27% | -$155K | 0.11% | 116 |
|
|
2024
Q3 | $569K | Buy |
22,088
+6,096
| +38% | +$157K | 0.15% | 100 |
|
|
2024
Q2 | $379K | Sell |
15,992
-156
| -1% | -$3.7K | 0.17% | 95 |
|
|
2024
Q1 | $367K | Sell |
16,148
-9,946
| -38% | -$226K | 0.17% | 95 |
|
|
2023
Q4 | $616K | Buy |
+26,094
| New | +$616K | 0.31% | 74 |
|
|
2021
Q4 | $376K | Buy |
+32,164
| New | +$376K | 0.19% | 91 |
|