Evolution Advisers’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 | $54K | Hold |
2,156
| – | – | 0.03% | 89 |
|
|
2025
Q1 | $50K | Hold |
2,156
| – | – | 0.03% | 89 |
|
|
2024
Q4 | $55K | Hold |
2,156
| – | – | 0.03% | 85 |
|
|
2024
Q3 | $55K | Sell |
2,156
-94
| -4% | -$2.4K | 0.03% | 85 |
|
|
2024
Q2 | $53K | Sell |
2,250
-1,622
| -42% | -$38.2K | 0.03% | 86 |
|
|
2024
Q1 | $96K | Hold |
3,872
| – | – | 0.06% | 60 |
|
|
2023
Q4 | $91K | Hold |
3,872
| – | – | 0.06% | 58 |
|
|
2023
Q3 | $80K | Buy |
3,872
+76
| +2% | +$1.57K | 0.06% | 52 |
|
|
2023
Q2 | $83K | Sell |
3,796
-20
| -0.5% | -$437 | 0.06% | 53 |
|
|
2023
Q1 | $80K | Hold |
3,816
| – | – | 0.06% | 52 |
|
|
2022
Q4 | $77K | Buy |
3,816
+1,420
| +59% | +$28.7K | 0.06% | 51 |
|
|
2022
Q3 | $45K | Sell |
2,396
-350
| -13% | -$6.57K | 0.04% | 63 |
|
|
2022
Q2 | $54K | Buy |
2,746
+250
| +10% | +$4.92K | 0.04% | 58 |
|
|
2022
Q1 | $59K | Buy |
2,496
+2,408
| +2,736% | +$56.9K | 0.04% | 57 |
|
|
2021
Q4 | $2K | Buy |
+88
| New | +$2K | ﹤0.01% | 127 |
|