FSA Wealth Management’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 | $4.21K | Hold |
166
| – | – | ﹤0.01% | 405 |
|
2025
Q1 | $3.89K | Buy |
166
+1
| +0.6% | +$23 | ﹤0.01% | 384 |
|
2024
Q4 | $4.28K | Sell |
165
-157
| -49% | -$4.07K | ﹤0.01% | 405 |
|
2024
Q3 | $8.3K | Buy |
+322
| New | +$8.3K | ﹤0.01% | 329 |
|
2024
Q1 | $28.4K | Sell |
1,154
-474
| -29% | -$11.7K | 0.01% | 210 |
|
2023
Q4 | $38K | Buy |
+1,628
| New | +$38K | 0.02% | 164 |
|