FLC Capital Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $360K | Hold |
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|
2024
Q4 | $397K | Sell |
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|
2024
Q3 | $427K | Buy |
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|
2024
Q2 | $389K | Buy |
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|
2024
Q1 | $293K | Hold |
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|
2023
Q4 | $281K | Sell |
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|
2023
Q3 | $311K | Hold |
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|
2023
Q2 | $329K | Buy |
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|
2023
Q1 | $241K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.93M | Sell |
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|
2022
Q2 | $2.28M | Sell |
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|
2022
Q1 | $3.31M | Buy |
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|
2021
Q4 | $3.4M | Buy |
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|
2021
Q3 | $1.39M | Buy |
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|
2021
Q2 | $1.4M | Buy |
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|
2021
Q1 | $1.12M | Buy |
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