Independent Solutions 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 | $2.11M | Buy |
83,441
+5,230
| +7% | +$132K | 0.41% | 79 |
|
|
2025
Q1 | $1.83M | Buy |
78,211
+5,503
| +8% | +$129K | 0.41% | 75 |
|
|
2024
Q4 | $1.88M | Sell |
72,708
-8,412
| -10% | -$218K | 0.41% | 76 |
|
|
2024
Q3 | $2.09M | Sell |
81,120
-4,200
| -5% | -$108K | 0.47% | 65 |
|
|
2024
Q2 | $2.02M | Buy |
85,320
+426
| +0.5% | +$10.1K | 0.46% | 67 |
|
|
2024
Q1 | $2.09M | Buy |
84,894
+9,522
| +13% | +$234K | 0.5% | 61 |
|
|
2023
Q4 | $1.78M | Sell |
75,372
-9,094
| -11% | -$215K | 0.46% | 66 |
|
|
2023
Q3 | $1.75M | Buy |
84,466
+13,732
| +19% | +$284K | 0.45% | 56 |
|
|
2023
Q2 | $1.55M | Buy |
70,734
+754
| +1% | +$16.5K | 0.39% | 60 |
|
|
2023
Q1 | $1.47M | Sell |
69,980
-3,074
| -4% | -$64.4K | 0.43% | 61 |
|
|
2022
Q4 | $1.48M | Buy |
73,054
+10,704
| +17% | +$217K | 0.45% | 56 |
|
|
2022
Q3 | $1.18M | Buy |
62,350
+1,442
| +2% | +$27.3K | 0.39% | 66 |
|
|
2022
Q2 | $1.19M | Sell |
60,908
-19,596
| -24% | -$382K | 0.37% | 70 |
|
|
2022
Q1 | $1.91M | Sell |
80,504
-1,656
| -2% | -$39.2K | 0.45% | 52 |
|
|
2021
Q4 | $2.1M | Buy |
82,160
+1,760
| +2% | +$45.1K | 0.5% | 51 |
|
|
2021
Q3 | $2.01M | Buy |
80,400
+140
| +0.2% | +$3.5K | 0.5% | 49 |
|
|
2021
Q2 | $2.09M | Buy |
80,260
+9,820
| +14% | +$256K | 0.51% | 50 |
|
|
2021
Q1 | $1.76M | Sell |
70,440
-8,980
| -11% | -$224K | 0.48% | 52 |
|
|
2020
Q4 | $1.77M | Sell |
79,420
-14,868
| -16% | -$331K | 0.55% | 45 |
|
|
2020
Q3 | $1.61M | Sell |
94,288
-20,192
| -18% | -$345K | 0.61% | 43 |
|
|
2020
Q2 | $1.87M | Sell |
114,480
-8,052
| -7% | -$132K | 0.8% | 30 |
|
|
2020
Q1 | $1.58M | Buy |
122,532
+8,432
| +7% | +$109K | 0.87% | 28 |
|
|
2019
Q4 | $2.16M | Buy |
+114,100
| New | +$2.16M | 0.96% | 25 |
|