Investors Research Corp’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 | $2.41M | Sell |
95,297
-412
| -0.4% | -$10.4K | 0.47% | 36 |
|
|
2025
Q1 | $2.24M | Sell |
95,709
-424
| -0.4% | -$9.93K | 0.49% | 34 |
|
|
2024
Q4 | $2.49M | Sell |
96,133
-709
| -0.7% | -$18.3K | 0.55% | 33 |
|
|
2024
Q3 | $2.49M | Hold |
96,842
| – | – | 0.54% | 34 |
|
|
2024
Q2 | $2.3M | Sell |
96,842
-1,812
| -2% | -$43K | 0.54% | 32 |
|
|
2024
Q1 | $2.43M | Sell |
98,654
-1,592
| -2% | -$39.2K | 0.57% | 30 |
|
|
2023
Q4 | $2.37M | Sell |
100,246
-790
| -0.8% | -$18.7K | 0.57% | 27 |
|
|
2023
Q3 | $2.09M | Sell |
101,036
-5,014
| -5% | -$104K | 0.55% | 31 |
|
|
2023
Q2 | $2.32M | Buy |
106,050
+184
| +0.2% | +$4.03K | 0.59% | 30 |
|
|
2023
Q1 | $2.22M | Sell |
105,866
-3,252
| -3% | -$68.2K | 0.58% | 30 |
|
|
2022
Q4 | $2.21M | Sell |
109,118
-110
| -0.1% | -$2.23K | 0.6% | 29 |
|
|
2022
Q3 | $2.06M | Sell |
109,228
-204
| -0.2% | -$3.86K | 0.63% | 31 |
|
|
2022
Q2 | $2.13M | Sell |
109,432
-314
| -0.3% | -$6.12K | 0.64% | 32 |
|
|
2022
Q1 | $2.6M | Sell |
109,746
-1,050
| -0.9% | -$24.9K | 0.73% | 30 |
|
|
2021
Q4 | $2.84M | Sell |
110,796
-264
| -0.2% | -$6.76K | 0.86% | 25 |
|
|
2021
Q3 | $2.78M | Buy |
111,060
+348
| +0.3% | +$8.71K | 0.94% | 10 |
|
|
2021
Q2 | $2.88M | Sell |
110,712
-364
| -0.3% | -$9.48K | 1% | 4 |
|
|
2021
Q1 | $2.77M | Sell |
111,076
-1,804
| -2% | -$45K | 1.04% | 2 |
|
|
2020
Q4 | $2.51M | Sell |
112,880
-680
| -0.6% | -$15.1K | 0.99% | 5 |
|
|
2020
Q3 | $1.94M | Sell |
113,560
-4,088
| -3% | -$69.8K | 0.94% | 8 |
|
|
2020
Q2 | $1.92M | Buy |
117,648
+14,504
| +14% | +$237K | 0.96% | 7 |
|
|
2020
Q1 | $1.33M | Buy |
103,144
+29,608
| +40% | +$381K | 0.83% | 10 |
|
|
2019
Q4 | $1.39M | Buy |
73,536
+5,316
| +8% | +$101K | 0.64% | 16 |
|
|
2019
Q3 | $1.19M | Buy |
68,220
+1,264
| +2% | +$22K | 0.6% | 24 |
|
|
2019
Q2 | $1.2M | Buy |
66,956
+3,372
| +5% | +$60.2K | 0.62% | 24 |
|
|
2019
Q1 | $1.11M | Buy |
63,584
+11,980
| +23% | +$210K | 0.59% | 27 |
|
|
2018
Q4 | $783K | Buy |
51,604
+7,568
| +17% | +$115K | 0.55% | 53 |
|
|
2018
Q3 | $839K | Buy |
44,036
+9,840
| +29% | +$187K | 0.48% | 55 |
|
|
2018
Q2 | $629K | Buy |
34,196
+8,464
| +33% | +$156K | 0.36% | 107 |
|
|
2018
Q1 | $445K | Buy |
+25,732
| New | +$445K | 0.27% | 145 |
|