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 | $1.59M | Buy |
62,833
+24
| +0% | +$607 | 0.3% | 22 |
|
|
2025
Q1 | $1.47M | Buy |
62,809
+17
| +0% | +$398 | 0.29% | 23 |
|
|
2024
Q4 | $1.62M | Buy |
62,792
+44
| +0.1% | +$1.14K | 0.31% | 21 |
|
|
2024
Q3 | $1.62M | Buy |
62,748
+404
| +0.6% | +$10.4K | 0.31% | 24 |
|
|
2024
Q2 | $1.48M | Hold |
62,344
| – | – | 0.3% | 21 |
|
|
2024
Q1 | $1.53M | Sell |
62,344
-2,814
| -4% | -$69.3K | 0.32% | 20 |
|
|
2023
Q4 | $1.54M | Sell |
65,158
-1,904,252
| -97% | -$45M | 0.35% | 19 |
|
|
2023
Q3 | $40.8M | Buy |
1,969,410
+35,508
| +2% | +$735K | 10.1% | 6 |
|
|
2023
Q2 | $42.4M | Buy |
1,933,902
+64,016
| +3% | +$1.4M | 10.09% | 6 |
|
|
2023
Q1 | $39.2M | Buy |
1,869,886
+64,838
| +4% | +$1.36M | 9.93% | 6 |
|
|
2022
Q4 | $36.6M | Buy |
1,805,048
+49,460
| +3% | +$1M | 9.99% | 6 |
|
|
2022
Q3 | $33.7M | Buy |
1,755,588
+139,302
| +9% | +$2.67M | 11.71% | 4 |
|
|
2022
Q2 | $31.5M | Buy |
1,616,286
+83,718
| +5% | +$1.63M | 11.13% | 4 |
|
|
2022
Q1 | $36.3M | Buy |
1,532,568
+75,276
| +5% | +$1.78M | 11.33% | 4 |
|
|
2021
Q4 | $37.3M | Buy |
1,457,292
+107,360
| +8% | +$2.75M | 11.37% | 4 |
|
|
2021
Q3 | $33.8M | Buy |
1,349,932
+80,540
| +6% | +$2.02M | 11.43% | 4 |
|
|
2021
Q2 | $33.1M | Buy |
1,269,392
+115,916
| +10% | +$3.02M | 11.6% | 4 |
|
|
2021
Q1 | $28.7M | Buy |
1,153,476
+99,768
| +9% | +$2.49M | 11.47% | 4 |
|
|
2020
Q4 | $23.4M | Buy |
1,053,708
+39,724
| +4% | +$884K | 10.42% | 4 |
|
|
2020
Q3 | $17.3M | Buy |
1,013,984
+36,604
| +4% | +$625K | 9.11% | 4 |
|
|
2020
Q2 | $16M | Buy |
977,380
+117,496
| +14% | +$1.92M | 8.89% | 4 |
|
|
2020
Q1 | $11.1M | Buy |
859,884
+136,172
| +19% | +$1.75M | 7.49% | 4 |
|
|
2019
Q4 | $13.7M | Buy |
723,712
+34,168
| +5% | +$646K | 7.76% | 4 |
|
|
2019
Q3 | $12M | Buy |
689,544
+246,092
| +55% | +$4.29M | 7.37% | 4 |
|
|
2019
Q2 | $7.92M | Buy |
443,452
+56,488
| +15% | +$1.01M | 5.09% | 5 |
|
|
2019
Q1 | $6.77M | Buy |
386,964
+64,144
| +20% | +$1.12M | 4.62% | 6 |
|
|
2018
Q4 | $4.9M | Buy |
+322,820
| New | +$4.9M | 3.98% | 6 |
|