Hilltop 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 | $844K | Sell |
33,342
-1,792
| -5% | -$45.3K | 0.26% | 55 |
|
|
2025
Q1 | $823K | Sell |
35,134
-2,512
| -7% | -$58.9K | 0.28% | 52 |
|
|
2024
Q4 | $974K | Sell |
37,646
-342
| -0.9% | -$8.84K | 0.33% | 45 |
|
|
2024
Q3 | $978K | Sell |
37,988
-2,244
| -6% | -$57.8K | 0.33% | 44 |
|
|
2024
Q2 | $954K | Sell |
40,232
-4,704
| -10% | -$112K | 0.35% | 42 |
|
|
2024
Q1 | $1.11M | Sell |
44,936
-3,904
| -8% | -$96.1K | 0.4% | 37 |
|
|
2023
Q4 | $1.15M | Sell |
48,840
-13,584
| -22% | -$321K | 0.45% | 29 |
|
|
2023
Q3 | $1.29M | Sell |
62,424
-472,120
| -88% | -$9.78M | 0.54% | 27 |
|
|
2023
Q2 | $11.7M | Sell |
534,544
-22,852
| -4% | -$500K | 4.86% | 7 |
|
|
2023
Q1 | $11.7M | Buy |
557,396
+311,626
| +127% | +$6.53M | 5.27% | 6 |
|
|
2022
Q4 | $4.98M | Buy |
+245,770
| New | +$4.98M | 2.66% | 10 |
|