FinDec Wealth Services’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 | – | Sell |
-9,577
| Closed | -$224K | – | 37 |
|
|
2025
Q1 | $224K | Sell |
9,577
-5,823
| -38% | -$136K | 0.22% | 36 |
|
|
2024
Q4 | $398K | Sell |
15,400
-20,654
| -57% | -$534K | 0.28% | 31 |
|
|
2024
Q3 | $928K | Buy |
36,054
+196
| +0.5% | +$5.05K | 0.54% | 29 |
|
|
2024
Q2 | $851K | Sell |
35,858
-852
| -2% | -$20.2K | 0.54% | 29 |
|
|
2024
Q1 | $904K | Sell |
36,710
-56
| -0.2% | -$1.38K | 0.57% | 30 |
|
|
2023
Q4 | $868K | Buy |
36,766
+20,640
| +128% | +$488K | 0.58% | 28 |
|
|
2023
Q3 | $334K | Sell |
16,126
-960
| -6% | -$19.9K | 0.24% | 35 |
|
|
2023
Q2 | $374K | Buy |
17,086
+728
| +4% | +$15.9K | 0.26% | 34 |
|
|
2023
Q1 | $343K | Sell |
16,358
-2,806
| -15% | -$58.8K | 0.26% | 36 |
|
|
2022
Q4 | $388K | Buy |
+19,164
| New | +$388K | 0.32% | 34 |
|