Guerra Pan 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 | $5.16M | Sell |
203,809
-17,798
| -8% | -$450K | 3.4% | 6 |
|
|
2025
Q1 | $5.19M | Sell |
221,607
-3,969
| -2% | -$93K | 4.07% | 3 |
|
|
2024
Q4 | $5.83M | Buy |
225,576
+42,818
| +23% | +$1.11M | 4.22% | 3 |
|
|
2024
Q3 | $4.71M | Buy |
182,758
+24,446
| +15% | +$629K | 3.76% | 3 |
|
|
2024
Q2 | $3.76M | Buy |
158,312
+50,432
| +47% | +$1.2M | 3.14% | 6 |
|
|
2024
Q1 | $2.66M | Buy |
107,880
+76,884
| +248% | +$1.89M | 2.46% | 11 |
|
|
2023
Q4 | $732K | Buy |
+30,996
| New | +$732K | 0.7% | 45 |
|