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Forefront Analytics’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-9,012
| Closed | -$464K | – | 68 |
|
|
2024
Q3 | $464K | Buy |
9,012
+61
| +0.7% | +$3.14K | 0.22% | 45 |
|
|
2024
Q2 | $425K | Sell |
8,951
-1,473
| -14% | -$69.9K | 0.2% | 47 |
|
|
2024
Q1 | $513K | Buy |
10,424
+23
| +0.2% | +$1.13K | 0.25% | 44 |
|
|
2023
Q4 | $491K | Buy |
10,401
+55
| +0.5% | +$2.6K | 0.24% | 45 |
|
|
2023
Q3 | $429K | Buy |
10,346
+38
| +0.4% | +$1.57K | 0.24% | 43 |
|
|
2023
Q2 | $451K | Buy |
10,308
+37
| +0.4% | +$1.62K | 0.26% | 42 |
|
|
2023
Q1 | $431K | Buy |
10,271
+659
| +7% | +$27.6K | 0.22% | 48 |
|
|
2022
Q4 | $389K | Buy |
+9,612
| New | +$389K | 0.21% | 46 |
|