Financial Connections Group’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 | $8K | Sell |
324
-6,761
| -95% | -$167K | ﹤0.01% | 194 |
|
2025
Q1 | $166K | Buy |
+7,085
| New | +$166K | 0.07% | 62 |
|
2022
Q3 | – | Sell |
-316
| Closed | -$6K | – | 278 |
|
2022
Q2 | $6K | Sell |
316
-44
| -12% | -$835 | 0.01% | 221 |
|
2022
Q1 | $8K | Sell |
360
-168
| -32% | -$3.73K | 0.01% | 208 |
|
2021
Q4 | $13K | Buy |
+528
| New | +$13K | 0.01% | 186 |
|