GW&K Investment 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 | $92K | Hold |
3,629
| – | – | ﹤0.01% | 432 |
|
|
2025
Q1 | $85K | Buy |
3,629
+8
| +0.2% | +$187 | ﹤0.01% | 422 |
|
|
2024
Q4 | $94K | Buy |
3,621
+17
| +0.5% | +$441 | ﹤0.01% | 405 |
|
|
2024
Q3 | $93K | Buy |
3,604
+22
| +0.6% | +$568 | ﹤0.01% | 399 |
|
|
2024
Q2 | $85K | Sell |
3,582
-4
| -0.1% | -$95 | ﹤0.01% | 398 |
|
|
2024
Q1 | $88K | Buy |
+3,586
| New | +$88K | ﹤0.01% | 385 |
|