FPAS
Focus Partners Advisor Solutions’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.04M | Buy |
80,801
+6,358
| +9% | +$161K | 0.03% | 269 |
|
|
2025
Q1 | $1.74M | Buy |
74,443
+51,450
| +224% | +$1.21M | 0.03% | 276 |
|
|
2024
Q4 | $595K | Sell |
22,993
-5,464
| -19% | -$141K | 0.01% | 431 |
|
|
2024
Q3 | $1.47M | Sell |
28,457
-2,627
| -8% | -$135K | 0.03% | 227 |
|
|
2024
Q2 | $1.47M | Sell |
31,084
-1,560
| -5% | -$74K | 0.04% | 197 |
|
|
2024
Q1 | $1.61M | Buy |
+32,644
| New | +$1.61M | 0.05% | 181 |
|
|
2023
Q4 | – | Sell |
-5,414
| Closed | -$224K | – | 462 |
|
|
2023
Q3 | $224K | Buy |
+5,414
| New | +$224K | 0.01% | 403 |
|