EverSource Wealth Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $252K | Buy |
9,978
+9,345
| +1,476% | +$236K | 0.01% | 757 |
|
|
2025
Q1 | $14.8K | Sell |
633
-4,665
| -88% | -$109K | ﹤0.01% | 1871 |
|
|
2024
Q4 | $137K | Buy |
5,298
+3,074
| +138% | +$79.5K | 0.01% | 808 |
|
|
2024
Q3 | $57.3K | Hold |
2,224
| – | – | ﹤0.01% | 1006 |
|
|
2024
Q2 | $57.2K | Buy |
2,224
+1,748
| +367% | +$45K | ﹤0.01% | 1030 |
|
|
2024
Q1 | $11K | Sell |
476
-502
| -51% | -$11.6K | ﹤0.01% | 1645 |
|
|
2023
Q4 | $23.1K | Buy |
978
+14
| +1% | +$331 | ﹤0.01% | 1172 |
|
|
2023
Q3 | $20K | Sell |
964
-568
| -37% | -$11.8K | ﹤0.01% | 1127 |
|
|
2023
Q2 | $33.6K | Buy |
1,532
+488
| +47% | +$10.7K | ﹤0.01% | 983 |
|
|
2023
Q1 | $21.9K | Hold |
1,044
| – | – | ﹤0.01% | 1050 |
|
|
2022
Q4 | $21.1K | Sell |
1,044
-526
| -34% | -$10.7K | ﹤0.01% | 1050 |
|
|
2022
Q3 | $30K | Buy |
1,570
+654
| +71% | +$12.5K | 0.01% | 772 |
|
|
2022
Q2 | $18K | Buy |
916
+12
| +1% | +$236 | ﹤0.01% | 860 |
|
|
2022
Q1 | $21K | Hold |
904
| – | – | 0.01% | 684 |
|
|
2021
Q4 | $23K | Buy |
+904
| New | +$23K | 0.01% | 632 |
|