Integral Investment Advisors’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 | $622K | Buy |
24,576
+26
| +0.1% | +$658 | 0.18% | 89 |
|
|
2025
Q1 | $575K | Buy |
24,550
+1
| +0% | +$23 | 0.18% | 90 |
|
|
2024
Q4 | $635K | Buy |
24,549
+443
| +2% | +$11.5K | 0.21% | 82 |
|
|
2024
Q3 | $621K | Sell |
24,106
-1,458
| -6% | -$37.5K | 0.21% | 83 |
|
|
2024
Q2 | $604K | Buy |
25,564
+10,962
| +75% | +$259K | 0.22% | 78 |
|
|
2024
Q1 | $358K | Buy |
+14,602
| New | +$358K | 0.15% | 108 |
|