Founders Financial Alliance’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 | $2.58K | Hold |
102
| – | – | ﹤0.01% | 516 |
|
|
2025
Q1 | $2.39K | Hold |
102
| – | – | ﹤0.01% | 583 |
|
|
2024
Q4 | $2.64K | Hold |
102
| – | – | ﹤0.01% | 542 |
|
|
2024
Q3 | $2.63K | Buy |
102
+74
| +264% | +$1.91K | ﹤0.01% | 554 |
|
|
2024
Q2 | $664 | Sell |
28
-124
| -82% | -$2.94K | ﹤0.01% | 551 |
|
|
2024
Q1 | $3.74K | Buy |
152
+124
| +443% | +$3.05K | ﹤0.01% | 523 |
|
|
2023
Q4 | $661 | Hold |
28
| – | – | ﹤0.01% | 485 |
|
|
2023
Q3 | $580 | Sell |
28
-38
| -58% | -$787 | ﹤0.01% | 470 |
|
|
2023
Q2 | $1.43K | Hold |
66
| – | – | ﹤0.01% | 501 |
|
|
2023
Q1 | $1.36K | Sell |
66
-54
| -45% | -$1.12K | ﹤0.01% | 446 |
|
|
2022
Q4 | $2.45K | Hold |
120
| – | – | ﹤0.01% | 462 |
|
|
2022
Q3 | $2K | Hold |
120
| – | – | ﹤0.01% | 461 |
|
|
2022
Q2 | $2K | Hold |
120
| – | – | ﹤0.01% | 486 |
|
|
2022
Q1 | $3K | Hold |
120
| – | – | ﹤0.01% | 424 |
|
|
2021
Q4 | $3K | Hold |
120
| – | – | ﹤0.01% | 464 |
|
|
2021
Q3 | $3K | Hold |
120
| – | – | ﹤0.01% | 437 |
|
|
2021
Q2 | $3K | Buy |
120
+56
| +88% | +$1.4K | ﹤0.01% | 458 |
|
|
2021
Q1 | $2K | Buy |
+64
| New | +$2K | ﹤0.01% | 451 |
|