First Foundation 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
Q1 | – | Sell |
-7,823
| Closed | -$202K | – | 343 |
|
|
2024
Q4 | $202K | Buy |
+7,823
| New | +$202K | 0.01% | 328 |
|
|
2024
Q1 | – | Sell |
-8,542
| Closed | -$202K | – | 451 |
|
|
2023
Q4 | $202K | Buy |
+8,542
| New | +$202K | 0.01% | 336 |
|
|
2022
Q2 | – | Sell |
-8,598
| Closed | -$204K | – | 446 |
|
|
2022
Q1 | $204K | Sell |
8,598
-3,998
| -32% | -$94.9K | 0.01% | 400 |
|
|
2021
Q4 | $322K | Buy |
12,596
+4,312
| +52% | +$110K | 0.01% | 333 |
|
|
2021
Q3 | $207K | Sell |
8,284
-572
| -6% | -$14.3K | 0.01% | 423 |
|
|
2021
Q2 | $231K | Buy |
+8,856
| New | +$231K | 0.01% | 404 |
|