HUB Investment 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 | $459K | Sell |
18,148
-1,291
| -7% | -$32.7K | 0.02% | 364 |
|
|
2025
Q1 | $455K | Sell |
19,439
-5,189
| -21% | -$122K | 0.02% | 330 |
|
|
2024
Q4 | $637K | Buy |
24,628
+7,204
| +41% | +$186K | 0.03% | 278 |
|
|
2024
Q3 | $449K | Buy |
17,424
+2,910
| +20% | +$74.9K | 0.02% | 310 |
|
|
2024
Q2 | $344K | Buy |
14,514
+338
| +2% | +$8.02K | 0.01% | 327 |
|
|
2024
Q1 | $349K | Sell |
14,176
-3,822
| -21% | -$94.1K | 0.02% | 324 |
|
|
2023
Q4 | $425K | Buy |
+17,998
| New | +$425K | 0.03% | 256 |
|