Keel Point’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 | $442K | Sell |
17,454
-1,186
| -6% | -$30K | 0.03% | 323 |
|
|
2025
Q1 | $437K | Sell |
18,640
-1,946
| -9% | -$45.6K | 0.03% | 276 |
|
|
2024
Q4 | $532K | Sell |
20,586
-146
| -0.7% | -$3.78K | 0.04% | 226 |
|
|
2024
Q3 | $534K | Buy |
20,732
+18
| +0.1% | +$463 | 0.04% | 226 |
|
|
2024
Q2 | $501K | Buy |
+20,714
| New | +$501K | 0.05% | 226 |
|
|
2021
Q2 | – | Sell |
-9,912
| Closed | -$247K | – | 298 |
|
|
2021
Q1 | $247K | Buy |
+9,912
| New | +$247K | 0.02% | 226 |
|