Key Financial Inc’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 | $134K | Buy |
5,277
+80
| +2% | +$2.02K | 0.03% | 337 |
|
|
2025
Q1 | $122K | Buy |
5,197
+233
| +5% | +$5.46K | 0.03% | 329 |
|
|
2024
Q4 | $128K | Hold |
4,964
| – | – | 0.03% | 314 |
|
|
2024
Q3 | $128K | Hold |
4,964
| – | – | 0.03% | 311 |
|
|
2024
Q2 | $118K | Hold |
4,964
| – | – | 0.03% | 310 |
|
|
2024
Q1 | $122K | Buy |
4,964
+220
| +5% | +$5.42K | 0.03% | 283 |
|
|
2023
Q4 | $112K | Hold |
4,744
| – | – | 0.03% | 288 |
|
|
2023
Q3 | $98.2K | Hold |
4,744
| – | – | 0.03% | 297 |
|
|
2023
Q2 | $104K | Hold |
4,744
| – | – | 0.03% | 287 |
|
|
2023
Q1 | $99.5K | Sell |
4,744
-104
| -2% | -$2.18K | 0.04% | 284 |
|
|
2022
Q4 | $91.6K | Hold |
4,848
| – | – | 0.04% | 256 |
|
|
2022
Q3 | $92K | Buy |
4,848
+156
| +3% | +$2.96K | 0.04% | 259 |
|
|
2022
Q2 | $93K | Buy |
+4,692
| New | +$93K | 0.05% | 254 |
|
|
2021
Q4 | – | Sell |
-396
| Closed | -$10K | – | 993 |
|
|
2021
Q3 | $10K | Hold |
396
| – | – | 0.01% | 583 |
|
|
2021
Q2 | $10K | Buy |
+396
| New | +$10K | 0.01% | 573 |
|