Hoey Investments’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 | $29.3K | Buy |
+1,157
| New | +$29.3K | ﹤0.01% | 179 |
|
|
2024
Q4 | – | Sell |
-80
| Closed | -$1.9K | – | 421 |
|
|
2024
Q3 | $1.9K | Hold |
80
| – | – | ﹤0.01% | 300 |
|
|
2024
Q2 | $1.9K | Sell |
80
-40
| -33% | -$949 | ﹤0.01% | 300 |
|
|
2024
Q1 | $2.96K | Hold |
120
| – | – | ﹤0.01% | 273 |
|
|
2023
Q4 | $2.84K | Hold |
120
| – | – | ﹤0.01% | 278 |
|
|
2023
Q3 | $2.49K | Buy |
120
+80
| +200% | +$1.66K | ﹤0.01% | 279 |
|
|
2023
Q2 | $876 | Buy |
+40
| New | +$876 | ﹤0.01% | 308 |
|
|
2021
Q3 | – | Sell |
-572
| Closed | -$15K | – | 242 |
|
|
2021
Q2 | $15K | Hold |
572
| – | – | ﹤0.01% | 152 |
|
|
2021
Q1 | $14K | Hold |
572
| – | – | ﹤0.01% | 152 |
|
|
2020
Q4 | $13K | Hold |
572
| – | – | ﹤0.01% | 132 |
|
|
2020
Q3 | $10K | Hold |
572
| – | – | ﹤0.01% | 107 |
|
|
2020
Q2 | $9K | Buy |
+572
| New | +$9K | ﹤0.01% | 111 |
|