Hazlett, Burt & Watson’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 | $4K | Sell |
176
-80
| -31% | -$1.82K | ﹤0.01% | 681 |
|
|
2025
Q1 | $6K | Sell |
256
-40
| -14% | -$938 | ﹤0.01% | 638 |
|
|
2024
Q4 | $8K | Hold |
296
| – | – | ﹤0.01% | 574 |
|
|
2024
Q3 | $8K | Sell |
296
-302
| -51% | -$8.16K | ﹤0.01% | 552 |
|
|
2024
Q2 | $14K | Sell |
598
-62
| -9% | -$1.45K | 0.01% | 492 |
|
|
2024
Q1 | $16K | Hold |
660
| – | – | 0.01% | 464 |
|
|
2023
Q4 | $16K | Hold |
660
| – | – | 0.01% | 446 |
|
|
2023
Q3 | $14K | Buy |
660
+40
| +6% | +$848 | 0.01% | 462 |
|
|
2023
Q2 | $14K | Hold |
620
| – | – | 0.01% | 445 |
|
|
2023
Q1 | $13K | Sell |
620
-370
| -37% | -$7.76K | 0.01% | 426 |
|
|
2022
Q4 | $20K | Buy |
990
+216
| +28% | +$4.36K | 0.02% | 388 |
|
|
2022
Q3 | $15K | Buy |
774
+154
| +25% | +$2.98K | 0.01% | 416 |
|
|
2022
Q2 | $12K | Hold |
620
| – | – | 0.01% | 440 |
|
|
2022
Q1 | $15K | Buy |
+620
| New | +$15K | 0.01% | 427 |
|