Greenhouse 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 | $1.5M | Buy |
59,455
+2,525
| +4% | +$63.9K | 0.97% | 14 |
|
|
2025
Q1 | $1.33M | Sell |
56,930
-1,984
| -3% | -$46.5K | 1% | 15 |
|
|
2024
Q4 | $1.52M | Buy |
58,914
+228
| +0.4% | +$5.9K | 1.01% | 14 |
|
|
2024
Q3 | $1.51M | Buy |
58,686
+74
| +0.1% | +$1.91K | 1.02% | 13 |
|
|
2024
Q2 | $1.39M | Sell |
58,612
-110
| -0.2% | -$2.61K | 1.02% | 13 |
|
|
2024
Q1 | $1.45M | Buy |
58,722
+60
| +0.1% | +$1.48K | 1.08% | 13 |
|
|
2023
Q4 | $1.39M | Buy |
58,662
+244
| +0.4% | +$5.76K | 1.12% | 13 |
|
|
2023
Q3 | $1.21M | Buy |
58,418
+170
| +0.3% | +$3.52K | 1.09% | 12 |
|
|
2023
Q2 | $1.28M | Buy |
58,248
+162
| +0.3% | +$3.55K | 1.13% | 12 |
|
|
2023
Q1 | $1.22M | Buy |
58,086
+152
| +0.3% | +$3.19K | 1.15% | 11 |
|
|
2022
Q4 | $1.17M | Buy |
57,934
+234
| +0.4% | +$4.74K | 1.18% | 11 |
|
|
2022
Q3 | $1.09M | Buy |
57,700
+162
| +0.3% | +$3.06K | 1.21% | 10 |
|
|
2022
Q2 | $1.12M | Buy |
57,538
+172
| +0.3% | +$3.35K | 1.2% | 12 |
|
|
2022
Q1 | $1.36M | Sell |
57,366
-5,958
| -9% | -$141K | 1.27% | 13 |
|
|
2021
Q4 | $1.62M | Buy |
63,324
+312
| +0.5% | +$7.99K | 1.45% | 9 |
|
|
2021
Q3 | $1.58M | Buy |
63,012
+980
| +2% | +$24.5K | 1.5% | 11 |
|
|
2021
Q2 | $1.62M | Buy |
62,032
+132
| +0.2% | +$3.44K | 1.5% | 11 |
|
|
2021
Q1 | $1.54M | Buy |
61,900
+136
| +0.2% | +$3.39K | 1.53% | 11 |
|
|
2020
Q4 | $1.37M | Buy |
+61,764
| New | +$1.37M | 1.36% | 13 |
|