IFG Advisory’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 | $286K | Buy |
11,288
+1,076
| +11% | +$27.2K | 0.01% | 623 |
|
|
2025
Q1 | $239K | Buy |
10,212
+1,190
| +13% | +$27.9K | 0.01% | 616 |
|
|
2024
Q4 | $233K | Buy |
+9,022
| New | +$233K | 0.01% | 604 |
|
|
2021
Q4 | – | Sell |
-22,776
| Closed | -$569K | – | 511 |
|
|
2021
Q3 | $569K | Sell |
22,776
-768
| -3% | -$19.2K | 0.06% | 269 |
|
|
2021
Q2 | $613K | Sell |
23,544
-180
| -0.8% | -$4.69K | 0.07% | 256 |
|
|
2021
Q1 | $591K | Buy |
23,724
+4,788
| +25% | +$119K | 0.07% | 268 |
|
|
2020
Q4 | $421K | Buy |
+18,936
| New | +$421K | 0.06% | 288 |
|