EAM
Everstar Asset Management’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 | $522K | Sell |
20,629
-2,345
| -10% | -$59.3K | 0.32% | 101 |
|
|
2025
Q1 | $538K | Sell |
22,974
-1,000
| -4% | -$23.4K | 0.36% | 88 |
|
|
2024
Q4 | $620K | Buy |
23,974
+11,974
| +100% | +$310K | 0.44% | 57 |
|
|
2024
Q3 | $618K | Buy |
+12,000
| New | +$618K | 0.42% | 66 |
|