Integrated Advisors Network’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 | $6.75M | Sell |
266,923
-4,362
| -2% | -$110K | 0.3% | 81 |
|
|
2025
Q1 | $6.36M | Sell |
271,285
-103
| -0% | -$2.41K | 0.32% | 74 |
|
|
2024
Q4 | $7.02M | Buy |
271,388
+9,690
| +4% | +$251K | 0.34% | 71 |
|
|
2024
Q3 | $6.74M | Buy |
261,698
+1,934
| +0.7% | +$49.8K | 0.32% | 79 |
|
|
2024
Q2 | $6.16M | Sell |
259,764
-2,036
| -0.8% | -$48.3K | 0.32% | 75 |
|
|
2024
Q1 | $6.45M | Buy |
261,800
+7,224
| +3% | +$178K | 0.33% | 73 |
|
|
2023
Q4 | $6.01M | Buy |
254,576
+6,158
| +2% | +$145K | 0.34% | 79 |
|
|
2023
Q3 | $5.14M | Sell |
248,418
-12,052
| -5% | -$250K | 0.31% | 82 |
|
|
2023
Q2 | $5.7M | Buy |
260,470
+2,802
| +1% | +$61.4K | 0.33% | 76 |
|
|
2023
Q1 | $5.4M | Buy |
257,668
+10,982
| +4% | +$230K | 0.32% | 79 |
|
|
2022
Q4 | $5M | Buy |
246,686
+8,396
| +4% | +$170K | 0.32% | 88 |
|
|
2022
Q3 | $4.5M | Buy |
238,290
+15,116
| +7% | +$286K | 0.31% | 83 |
|
|
2022
Q2 | $4.35M | Buy |
223,174
+12,744
| +6% | +$248K | 0.28% | 100 |
|
|
2022
Q1 | $4.98M | Buy |
210,430
+17,314
| +9% | +$410K | 0.29% | 81 |
|
|
2021
Q4 | $4.94M | Buy |
193,116
+32,144
| +20% | +$823K | 0.29% | 81 |
|
|
2021
Q3 | $4.03M | Buy |
160,972
+21,560
| +15% | +$539K | 0.27% | 100 |
|
|
2021
Q2 | $3.63M | Buy |
139,412
+20,688
| +17% | +$539K | 0.27% | 108 |
|
|
2021
Q1 | $2.96M | Buy |
118,724
+15,324
| +15% | +$382K | 0.27% | 110 |
|
|
2020
Q4 | $2.3M | Buy |
103,400
+12,828
| +14% | +$285K | 0.25% | 115 |
|
|
2020
Q3 | $1.55M | Buy |
90,572
+3,096
| +4% | +$52.9K | 0.2% | 132 |
|
|
2020
Q2 | $1.43M | Buy |
87,476
+9,748
| +13% | +$159K | 0.17% | 152 |
|
|
2020
Q1 | $1M | Buy |
77,728
+9,072
| +13% | +$117K | 0.2% | 131 |
|
|
2019
Q4 | $1.3M | Buy |
+68,656
| New | +$1.3M | 0.18% | 164 |
|