HA
HC 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 | $2.58M | Sell |
102,148
-66
| -0.1% | -$1.67K | 1.83% | 17 |
|
|
2025
Q1 | $2.39M | Buy |
102,214
+1,610
| +2% | +$37.7K | 1.79% | 17 |
|
|
2024
Q4 | $2.6M | Buy |
100,604
+53,935
| +116% | +$1.39M | 2.09% | 16 |
|
|
2024
Q3 | $2.4M | Buy |
46,669
+189
| +0.4% | +$9.73K | 1.98% | 15 |
|
|
2024
Q2 | $2.21M | Sell |
46,480
-1,460
| -3% | -$69.3K | 2.03% | 15 |
|
|
2024
Q1 | $2.36M | Buy |
47,940
+1,185
| +3% | +$58.3K | 1.13% | 22 |
|
|
2023
Q4 | $2.21M | Buy |
46,755
+2,481
| +6% | +$117K | 1.24% | 21 |
|
|
2023
Q3 | $1.83M | Sell |
44,274
-3,709
| -8% | -$154K | 1.09% | 24 |
|
|
2023
Q2 | $2.1M | Buy |
47,983
+1,490
| +3% | +$65.3K | 1.22% | 22 |
|
|
2023
Q1 | $1.95M | Sell |
46,493
-608
| -1% | -$25.5K | 1.2% | 21 |
|
|
2022
Q4 | $1.91M | Sell |
47,101
-1,223
| -3% | -$49.5K | 1.3% | 19 |
|
|
2022
Q3 | $1.83M | Buy |
48,324
+1,069
| +2% | +$40.4K | 1.26% | 19 |
|
|
2022
Q2 | $1.84M | Buy |
47,255
+2,644
| +6% | +$103K | 1.31% | 19 |
|
|
2022
Q1 | $2.11M | Buy |
44,611
+24,093
| +117% | +$1.14M | 1.34% | 19 |
|
|
2021
Q4 | $2.1M | Buy |
20,518
+695
| +4% | +$71.2K | 1.29% | 19 |
|
|
2021
Q3 | $1.98M | Buy |
19,823
+1,060
| +6% | +$106K | 1.3% | 18 |
|
|
2021
Q2 | $1.96M | Buy |
18,763
+187
| +1% | +$19.5K | 1.2% | 18 |
|
|
2021
Q1 | $1.85M | Buy |
18,576
+234
| +1% | +$23.3K | 1.2% | 18 |
|
|
2020
Q4 | $1.63M | Buy |
18,342
+9
| +0% | +$801 | 1.12% | 19 |
|
|
2020
Q3 | $1.25M | Sell |
18,333
-1,713
| -9% | -$117K | 1.01% | 21 |
|
|
2020
Q2 | $1.31M | Buy |
+20,046
| New | +$1.31M | 1.09% | 23 |
|
|
2020
Q1 | – | Sell |
-9,153
| Closed | -$692K | – | 48 |
|
|
2019
Q4 | $692K | Buy |
+9,153
| New | +$692K | 0.71% | 29 |
|