Financial Management Network’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 | $252K | Buy |
9,654
+30
| +0.3% | +$782 | 0.05% | 154 |
|
|
2025
Q1 | $202K | Buy |
9,624
+22
| +0.2% | +$462 | 0.05% | 150 |
|
|
2024
Q4 | $252K | Buy |
9,602
+58
| +0.6% | +$1.52K | 0.05% | 142 |
|
|
2024
Q3 | $244K | Buy |
9,544
+30
| +0.3% | +$767 | 0.05% | 152 |
|
|
2024
Q2 | $223K | Buy |
9,514
+30
| +0.3% | +$704 | 0.05% | 139 |
|
|
2024
Q1 | $226K | Buy |
9,484
+22
| +0.2% | +$525 | 0.06% | 144 |
|
|
2023
Q4 | $216K | Buy |
+9,462
| New | +$216K | 0.06% | 128 |
|
|
2022
Q2 | – | Sell |
-8,824
| Closed | -$212K | – | 130 |
|
|
2022
Q1 | $212K | Buy |
8,824
+12
| +0.1% | +$288 | 0.11% | 111 |
|
|
2021
Q4 | $228K | Buy |
8,812
+44
| +0.5% | +$1.14K | 0.1% | 121 |
|
|
2021
Q3 | $221K | Buy |
8,768
+24
| +0.3% | +$605 | 0.11% | 115 |
|
|
2021
Q2 | $227K | Sell |
8,744
-580
| -6% | -$15.1K | 0.12% | 114 |
|
|
2021
Q1 | $240K | Buy |
9,324
+16
| +0.2% | +$412 | 0.12% | 113 |
|
|
2020
Q4 | $226K | Buy |
+9,308
| New | +$226K | 0.14% | 100 |
|