Highline Wealth Partners’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 | $2.58K | Buy |
+102
| New | +$2.58K | ﹤0.01% | 594 |
|
|
2025
Q1 | – | Sell |
-180
| Closed | -$4.66K | – | 1045 |
|
|
2024
Q4 | $4.66K | Buy |
+180
| New | +$4.66K | ﹤0.01% | 353 |
|
|
2024
Q1 | – | Sell |
-8
| Closed | -$189 | – | 455 |
|
|
2023
Q4 | $189 | Hold |
8
| – | – | ﹤0.01% | 400 |
|
|
2023
Q3 | $166 | Buy |
+8
| New | +$166 | ﹤0.01% | 383 |
|