HCR Wealth 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 | $313K | Buy |
12,389
+3
| +0% | +$76 | 0.04% | 182 |
|
|
2025
Q1 | $290K | Buy |
12,386
+2
| +0% | +$47 | 0.04% | 183 |
|
|
2024
Q4 | $320K | Buy |
12,384
+6
| +0% | +$155 | 0.04% | 174 |
|
|
2024
Q3 | $319K | Buy |
12,378
+2,536
| +26% | +$65.3K | 0.04% | 176 |
|
|
2024
Q2 | $234K | Hold |
9,842
| – | – | 0.03% | 198 |
|
|
2024
Q1 | $242K | Sell |
9,842
-48
| -0.5% | -$1.18K | 0.04% | 193 |
|
|
2023
Q4 | $234K | Buy |
+9,890
| New | +$234K | 0.04% | 181 |
|
|
2021
Q1 | – | Sell |
-2,732
| Closed | -$61K | – | 252 |
|
|
2020
Q4 | $61K | Buy |
2,732
+148
| +6% | +$3.31K | 0.01% | 202 |
|
|
2020
Q3 | $44K | Sell |
2,584
-452
| -15% | -$7.7K | 0.01% | 185 |
|
|
2020
Q2 | $49K | Sell |
3,036
-4,992
| -62% | -$80.6K | 0.01% | 179 |
|
|
2020
Q1 | $103K | Hold |
8,028
| – | – | 0.03% | 156 |
|
|
2019
Q4 | $152K | Buy |
+8,028
| New | +$152K | 0.04% | 159 |
|