Family Asset Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $28.9K | Sell |
1,122
-100
| -8% | -$2.58K | 0.02% | 154 |
|
|
2024
Q2 | $29K | Sell |
1,222
-360
| -23% | -$8.54K | 0.02% | 159 |
|
|
2024
Q1 | $38.9K | Sell |
1,582
-2,602
| -62% | -$64.1K | 0.02% | 134 |
|
|
2023
Q4 | $98.8K | Buy |
4,184
+12
| +0.3% | +$283 | 0.07% | 117 |
|
|
2023
Q3 | $86.4K | Sell |
4,172
-1,168
| -22% | -$24.2K | 0.06% | 115 |
|
|
2023
Q2 | $117K | Buy |
5,340
+208
| +4% | +$4.56K | 0.08% | 120 |
|
|
2023
Q1 | $108K | Buy |
5,132
+1,150
| +29% | +$24.1K | 0.08% | 113 |
|
|
2022
Q4 | $80.7K | Buy |
+3,982
| New | +$80.7K | 0.07% | 107 |
|