Integrity Financial’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 | $39.9K | Hold |
1,576
| – | – | 0.02% | 201 |
|
|
2025
Q1 | $36.9K | Sell |
1,576
-934
| -37% | -$21.9K | 0.02% | 187 |
|
|
2024
Q4 | $64.9K | Buy |
+2,510
| New | +$64.9K | 0.04% | 159 |
|
|
2023
Q3 | – | Sell |
-468
| Closed | -$10.2K | – | 229 |
|
|
2023
Q2 | $10.2K | Hold |
468
| – | – | 0.01% | 165 |
|
|
2023
Q1 | $9.81K | Buy |
+468
| New | +$9.81K | 0.01% | 171 |
|