Focus Partners Wealth’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 | $32.6M | Sell |
1,289,071
-24,175
| -2% | -$612K | 0.07% | 258 |
|
|
2025
Q1 | $30.8M | Buy |
1,313,246
+11,937
| +0.9% | +$280K | 0.08% | 247 |
|
|
2024
Q4 | $33.7M | Buy |
1,301,309
+176,131
| +16% | +$4.55M | 0.09% | 225 |
|
|
2024
Q3 | $29M | Buy |
1,125,178
+831,834
| +284% | +$21.4M | 0.09% | 217 |
|
|
2024
Q2 | $6.96M | Buy |
293,344
+175,326
| +149% | +$4.16M | 0.02% | 433 |
|
|
2024
Q1 | $2.91M | Buy |
118,018
+78,558
| +199% | +$1.93M | 0.02% | 428 |
|
|
2023
Q4 | $932K | Buy |
+39,460
| New | +$932K | 0.01% | 462 |
|