J2 Capital 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 | $297K | Hold |
11,724
| – | – | 0.24% | 98 |
|
|
2025
Q1 | $275K | Hold |
11,724
| – | – | 0.25% | 82 |
|
|
2024
Q4 | $303K | Buy |
+11,724
| New | +$303K | 0.28% | 86 |
|
|
2023
Q3 | – | Sell |
-9,600
| Closed | -$210K | – | 104 |
|
|
2023
Q2 | $210K | Hold |
9,600
| – | – | 0.25% | 95 |
|
|
2023
Q1 | $201K | Buy |
+9,600
| New | +$201K | 0.31% | 88 |
|