First Pacific Financial’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 | $172K | Buy |
6,781
+1,277
| +23% | +$32.3K | 0.03% | 173 |
|
|
2025
Q1 | $129K | Buy |
5,504
+13
| +0.2% | +$305 | 0.03% | 151 |
|
|
2024
Q4 | $142K | Buy |
5,491
+33
| +0.6% | +$853 | 0.03% | 152 |
|
|
2024
Q3 | $141K | Buy |
5,458
+38
| +0.7% | +$978 | 0.03% | 145 |
|
|
2024
Q2 | $129K | Sell |
5,420
-156
| -3% | -$3.7K | 0.03% | 131 |
|
|
2024
Q1 | $137K | Buy |
5,576
+168
| +3% | +$4.14K | 0.04% | 126 |
|
|
2023
Q4 | $128K | Buy |
5,408
+28
| +0.5% | +$661 | 0.04% | 125 |
|
|
2023
Q3 | $111K | Buy |
5,380
+20
| +0.4% | +$414 | 0.05% | 118 |
|
|
2023
Q2 | $117K | Buy |
+5,360
| New | +$117K | 0.05% | 117 |
|