Horizons Wealth Management’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 | $213K | Hold |
8,410
| – | – | 0.15% | 61 |
|
|
2025
Q1 | $197K | Buy |
8,410
+64
| +0.8% | +$1.5K | 0.15% | 61 |
|
|
2024
Q4 | $216K | Hold |
8,346
| – | – | 0.16% | 58 |
|
|
2024
Q3 | $215K | Hold |
8,346
| – | – | 0.17% | 60 |
|
|
2024
Q2 | $208K | Sell |
8,346
-446
| -5% | -$11.1K | 0.16% | 61 |
|
|
2024
Q1 | $208K | Hold |
8,792
| – | – | 0.14% | 59 |
|
|
2023
Q4 | $208K | Hold |
8,792
| – | – | 0.14% | 59 |
|
|
2023
Q3 | $182K | Hold |
8,792
| – | – | 0.13% | 65 |
|
|
2023
Q2 | $192K | Hold |
8,792
| – | – | 0.14% | 65 |
|
|
2023
Q1 | $184K | Hold |
8,792
| – | – | 0.14% | 61 |
|
|
2022
Q4 | $178K | Hold |
8,792
| – | – | 0.14% | 62 |
|
|
2022
Q3 | $166K | Hold |
8,792
| – | – | 0.15% | 57 |
|
|
2022
Q2 | $200K | Buy |
+8,792
| New | +$200K | 0.16% | 54 |
|