Iron Horse 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 | $23K | Hold |
910
| – | – | 0.01% | 198 |
|
|
2025
Q1 | $21.3K | Hold |
910
| – | – | 0.01% | 193 |
|
|
2024
Q4 | $23.5K | Hold |
910
| – | – | 0.01% | 167 |
|
|
2024
Q3 | $23.4K | Hold |
910
| – | – | 0.01% | 160 |
|
|
2024
Q2 | $21.6K | Buy |
910
+410
| +82% | +$9.73K | 0.01% | 154 |
|
|
2024
Q1 | $12.3K | Hold |
500
| – | – | ﹤0.01% | 180 |
|
|
2023
Q4 | $11.8K | Hold |
500
| – | – | 0.01% | 170 |
|
|
2023
Q3 | $10.4K | Buy |
+500
| New | +$10.4K | 0.01% | 179 |
|
|
2023
Q2 | – | Sell |
-484
| Closed | -$10.1K | – | 343 |
|
|
2023
Q1 | $10.1K | Buy |
484
+392
| +426% | +$8.22K | 0.01% | 156 |
|
|
2022
Q4 | $2K | Buy |
+92
| New | +$2K | ﹤0.01% | 203 |
|
|
2022
Q1 | – | Sell |
-2,276
| Closed | -$58K | – | 262 |
|
|
2021
Q4 | $58K | Buy |
+2,276
| New | +$58K | 0.03% | 66 |
|