Independence Bank of Kentucky’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 | $18.4K | Hold |
726
| – | – | ﹤0.01% | 485 |
|
|
2025
Q1 | $17K | Buy |
726
+452
| +165% | +$10.6K | ﹤0.01% | 479 |
|
|
2024
Q4 | $7.09K | Buy |
+274
| New | +$7.09K | ﹤0.01% | 544 |
|
|
2019
Q4 | – | Sell |
-40
| Closed | -$1K | – | 361 |
|
|
2019
Q3 | $1K | Hold |
40
| – | – | ﹤0.01% | 349 |
|
|
2019
Q2 | $1K | Hold |
40
| – | – | ﹤0.01% | 319 |
|
|
2019
Q1 | $1K | Buy |
+40
| New | +$1K | ﹤0.01% | 324 |
|