IHT 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 | $2.15M | Sell |
85,051
-16,973
| -17% | -$429K | 0.06% | 304 |
|
|
2025
Q1 | $2.39M | Sell |
102,024
-3,111
| -3% | -$72.9K | 0.07% | 252 |
|
|
2024
Q4 | $2.72M | Sell |
105,135
-104,547
| -50% | -$2.7M | 0.09% | 216 |
|
|
2024
Q3 | $5.37M | Buy |
209,682
+82,630
| +65% | +$2.11M | 0.15% | 129 |
|
|
2024
Q2 | $3.01M | Buy |
127,052
+2,624
| +2% | +$62.3K | 0.11% | 179 |
|
|
2024
Q1 | $3.06M | Buy |
124,428
+36,144
| +41% | +$890K | 0.12% | 167 |
|
|
2023
Q4 | $2.09M | Buy |
88,284
+712
| +0.8% | +$16.8K | 0.09% | 216 |
|
|
2023
Q3 | $1.81M | Buy |
87,572
+326
| +0.4% | +$6.75K | 0.09% | 209 |
|
|
2023
Q2 | $1.91M | Buy |
87,246
+198
| +0.2% | +$4.34K | 0.1% | 198 |
|
|
2023
Q1 | $1.82M | Sell |
87,048
-1,686
| -2% | -$35.3K | 0.1% | 195 |
|
|
2022
Q4 | $1.8M | Sell |
88,734
-3,084
| -3% | -$62.5K | 0.11% | 187 |
|
|
2022
Q3 | $1.74M | Buy |
+91,818
| New | +$1.74M | 0.13% | 178 |
|
|
2018
Q3 | – | Sell |
-13,508
| Closed | -$248K | – | 439 |
|
|
2018
Q2 | $248K | Buy |
13,508
+9,312
| +222% | +$171K | 0.06% | 340 |
|
|
2018
Q1 | $71K | Hold |
4,196
| – | – | 0.02% | 579 |
|
|
2017
Q4 | $74K | Hold |
4,196
| – | – | 0.02% | 578 |
|
|
2017
Q3 | $71K | Buy |
4,196
+3,328
| +383% | +$56.3K | 0.03% | 426 |
|
|
2017
Q2 | $67 | Sell |
868
-640
| -42% | -$49 | 0.03% | 439 |
|
|
2017
Q1 | $21K | Buy |
1,508
+1,492
| +9,325% | +$20.8K | 0.01% | 652 |
|
|
2016
Q4 | $0 | Buy |
+16
| New | – | ﹤0.01% | 1216 |
|