JDM Financial Group’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 | $28.6K | Hold |
1,129
| – | – | 0.01% | 115 |
|
|
2025
Q1 | $26.5K | Hold |
1,129
| – | – | 0.01% | 116 |
|
|
2024
Q4 | $29.2K | Buy |
1,129
+629
| +126% | +$16.3K | 0.02% | 112 |
|
|
2024
Q3 | $12.9K | Hold |
500
| – | – | 0.01% | 155 |
|
|
2024
Q2 | $11.9K | Sell |
500
-122
| -20% | -$2.9K | 0.01% | 140 |
|
|
2024
Q1 | $15.3K | Buy |
622
+122
| +24% | +$3K | 0.01% | 118 |
|
|
2023
Q4 | $11.8K | Hold |
500
| – | – | 0.01% | 124 |
|
|
2023
Q3 | $10.4K | Hold |
500
| – | – | 0.01% | 123 |
|
|
2023
Q2 | $11K | Hold |
500
| – | – | 0.01% | 125 |
|
|
2023
Q1 | $10.5K | Buy |
500
+92
| +23% | +$1.93K | 0.01% | 133 |
|
|
2022
Q4 | $8.26K | Buy |
+408
| New | +$8.26K | 0.01% | 144 |
|