Fortitude Advisory Group’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 | $468K | Buy |
18,493
+614
| +3% | +$15.5K | 0.27% | 77 |
|
|
2025
Q1 | $387K | Sell |
17,879
-44
| -0.2% | -$953 | 0.28% | 77 |
|
|
2024
Q4 | $463K | Buy |
17,923
+271
| +2% | +$7.01K | 0.28% | 74 |
|
|
2024
Q3 | $455K | Buy |
17,652
+544
| +3% | +$14K | 0.29% | 80 |
|
|
2024
Q2 | $406K | Buy |
17,108
+366
| +2% | +$8.68K | 0.24% | 86 |
|
|
2024
Q1 | $412K | Buy |
16,742
+1,882
| +13% | +$46.3K | 0.23% | 95 |
|
|
2023
Q4 | $351K | Sell |
14,860
-116
| -0.8% | -$2.74K | 0.21% | 106 |
|
|
2023
Q3 | $310K | Sell |
14,976
-2,684
| -15% | -$55.6K | 0.21% | 108 |
|
|
2023
Q2 | $387K | Sell |
17,660
-2,788
| -14% | -$61.1K | 0.28% | 90 |
|
|
2023
Q1 | $429K | Sell |
20,448
-3,112
| -13% | -$65.2K | 0.33% | 75 |
|
|
2022
Q4 | $477K | Buy |
23,560
+444
| +2% | +$8.99K | 0.41% | 64 |
|
|
2022
Q3 | $437K | Sell |
23,116
-148
| -0.6% | -$2.8K | 0.41% | 60 |
|
|
2022
Q2 | $454K | Buy |
23,264
+396
| +2% | +$7.73K | 0.42% | 59 |
|
|
2022
Q1 | $542K | Buy |
22,868
+2,184
| +11% | +$51.8K | 0.29% | 56 |
|
|
2021
Q4 | $530K | Buy |
+20,684
| New | +$530K | 0.27% | 62 |
|