HPIA
Hamilton Point Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $26.9K | Hold |
1,064
| – | – | ﹤0.01% | 145 |
|
|
2025
Q1 | $24.9K | Sell |
1,064
-229
| -18% | -$5.37K | ﹤0.01% | 141 |
|
|
2024
Q4 | $33.4K | Buy |
1,293
+761
| +143% | +$19.7K | 0.01% | 138 |
|
|
2024
Q3 | $27.4K | Hold |
532
| – | – | ﹤0.01% | 144 |
|
|
2024
Q2 | $25.3K | Hold |
532
| – | – | ﹤0.01% | 132 |
|
|
2024
Q1 | $26.2K | Hold |
532
| – | – | 0.01% | 134 |
|
|
2023
Q4 | $25.1K | Buy |
+532
| New | +$25.1K | 0.01% | 138 |
|