Jamison Private 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 | $234K | Buy |
9,243
+9
| +0.1% | +$228 | 0.03% | 182 |
|
|
2025
Q1 | $216K | Sell |
9,234
-363
| -4% | -$8.51K | 0.03% | 188 |
|
|
2024
Q4 | $248K | Buy |
9,597
+463
| +5% | +$12K | 0.04% | 188 |
|
|
2024
Q3 | $235K | Buy |
9,134
+20
| +0.2% | +$515 | 0.04% | 178 |
|
|
2024
Q2 | $216K | Sell |
9,114
-854
| -9% | -$20.3K | 0.04% | 168 |
|
|
2024
Q1 | $245K | Buy |
9,968
+5,858
| +143% | +$144K | 0.04% | 163 |
|
|
2023
Q4 | $97.1K | Buy |
4,110
+162
| +4% | +$3.83K | 0.02% | 204 |
|
|
2023
Q3 | $81.8K | Buy |
+3,948
| New | +$81.8K | 0.02% | 209 |
|