Golden State 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 | $247K | Buy |
9,752
+43
| +0.4% | +$1.09K | 0.03% | 333 |
|
|
2025
Q1 | $227K | Sell |
9,709
-363
| -4% | -$8.51K | 0.03% | 321 |
|
|
2024
Q4 | $260K | Buy |
+10,072
| New | +$260K | 0.04% | 285 |
|
|
2020
Q2 | – | Sell |
-96
| Closed | -$1K | – | 740 |
|
|
2020
Q1 | $1K | Buy |
+96
| New | +$1K | ﹤0.01% | 933 |
|
|
2019
Q4 | – | Sell |
-112
| Closed | -$2K | – | 737 |
|
|
2019
Q3 | $2K | Buy |
112
+16
| +17% | +$286 | ﹤0.01% | 977 |
|
|
2019
Q2 | $1K | Sell |
96
-868
| -90% | -$9.04K | ﹤0.01% | 1022 |
|
|
2019
Q1 | $17K | Buy |
+964
| New | +$17K | 0.01% | 666 |
|