Frazier Financial Advisors’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 | $26.3K | Buy |
1,038
+36
| +4% | +$911 | 0.02% | 224 |
|
|
2025
Q1 | $23.5K | Buy |
+1,002
| New | +$23.5K | 0.02% | 227 |
|
|
2024
Q3 | – | Sell |
-2
| Closed | -$48 | – | 1012 |
|
|
2024
Q2 | $48 | Hold |
2
| – | – | ﹤0.01% | 961 |
|
|
2024
Q1 | $50 | Hold |
2
| – | – | ﹤0.01% | 905 |
|
|
2023
Q4 | $48 | Buy |
+2
| New | +$48 | ﹤0.01% | 845 |
|