Financial Perspectives’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 | $5.09K | Hold |
201
| – | – | ﹤0.01% | 576 |
|
|
2025
Q1 | $4.7K | Buy |
201
+1
| +0.5% | +$23 | ﹤0.01% | 571 |
|
|
2024
Q4 | $5.17K | Buy |
200
+2
| +1% | +$52 | ﹤0.01% | 566 |
|
|
2024
Q3 | $5.12K | Hold |
198
| – | – | ﹤0.01% | 521 |
|
|
2024
Q2 | $4.69K | Hold |
198
| – | – | ﹤0.01% | 521 |
|
|
2024
Q1 | $4.86K | Hold |
198
| – | – | ﹤0.01% | 514 |
|
|
2023
Q4 | $4.65K | Buy |
198
+2
| +1% | +$47 | ﹤0.01% | 535 |
|
|
2023
Q3 | $4.06K | Hold |
196
| – | – | ﹤0.01% | 531 |
|
|
2023
Q2 | $4.29K | Hold |
196
| – | – | ﹤0.01% | 528 |
|
|
2023
Q1 | $4.11K | Hold |
196
| – | – | ﹤0.01% | 525 |
|
|
2022
Q4 | $3.97K | Hold |
196
| – | – | ﹤0.01% | 534 |
|
|
2022
Q3 | $3.7K | Hold |
196
| – | – | ﹤0.01% | 535 |
|
|
2022
Q2 | $3.82K | Hold |
196
| – | – | ﹤0.01% | 545 |
|
|
2022
Q1 | $4.64K | Hold |
196
| – | – | ﹤0.01% | 548 |
|
|
2021
Q4 | $5.02K | Hold |
196
| – | – | ﹤0.01% | 515 |
|
|
2021
Q3 | $4.91K | Hold |
196
| – | – | ﹤0.01% | 519 |
|
|
2021
Q2 | $5.11K | Sell |
196
-19,340
| -99% | -$504K | ﹤0.01% | 543 |
|
|
2021
Q1 | $49K | Buy |
19,536
+19,340
| +9,867% | +$48.5K | ﹤0.01% | 560 |
|
|
2020
Q4 | $4.36K | Hold |
196
| – | – | ﹤0.01% | 490 |
|
|
2020
Q3 | $3.35K | Hold |
196
| – | – | ﹤0.01% | 458 |
|
|
2020
Q2 | $3.2K | Hold |
196
| – | – | ﹤0.01% | 451 |
|
|
2020
Q1 | $2.52K | Hold |
196
| – | – | ﹤0.01% | 441 |
|
|
2019
Q4 | $3.71K | Buy |
+196
| New | +$3.71K | ﹤0.01% | 416 |
|