Kingsview 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 | $1.39M | Buy |
54,830
+689
| +1% | +$17.4K | 0.02% | 501 |
|
|
2025
Q1 | $1.27M | Buy |
54,141
+855
| +2% | +$20K | 0.02% | 486 |
|
|
2024
Q4 | $1.38M | Buy |
53,286
+14,364
| +37% | +$371K | 0.03% | 477 |
|
|
2024
Q3 | $1M | Buy |
38,922
+3,592
| +10% | +$92.5K | 0.02% | 529 |
|
|
2024
Q2 | $838K | Sell |
35,330
-750
| -2% | -$17.8K | 0.02% | 555 |
|
|
2024
Q1 | $888K | Sell |
36,080
-1,210
| -3% | -$29.8K | 0.02% | 528 |
|
|
2023
Q4 | $881K | Sell |
37,290
-2,210
| -6% | -$52.2K | 0.03% | 502 |
|
|
2023
Q3 | $818K | Buy |
39,500
+586
| +2% | +$12.1K | 0.03% | 489 |
|
|
2023
Q2 | $852K | Sell |
38,914
-5,590
| -13% | -$122K | 0.03% | 457 |
|
|
2023
Q1 | $933K | Sell |
44,504
-3,658
| -8% | -$76.7K | 0.04% | 422 |
|
|
2022
Q4 | $976K | Buy |
48,162
+3,398
| +8% | +$68.8K | 0.04% | 350 |
|
|
2022
Q3 | $846K | Sell |
44,764
-2,046
| -4% | -$38.7K | 0.04% | 366 |
|
|
2022
Q2 | $913K | Buy |
46,810
+3,260
| +7% | +$63.6K | 0.04% | 390 |
|
|
2022
Q1 | $1.03M | Buy |
43,550
+118
| +0.3% | +$2.79K | 0.05% | 384 |
|
|
2021
Q4 | $1.11M | Sell |
43,432
-900
| -2% | -$23K | 0.05% | 358 |
|
|
2021
Q3 | $1.11M | Sell |
44,332
-1,724
| -4% | -$43.1K | 0.05% | 339 |
|
|
2021
Q2 | $1.21M | Sell |
46,056
-3,616
| -7% | -$94.8K | 0.06% | 323 |
|
|
2021
Q1 | $1.25M | Sell |
49,672
-5,776
| -10% | -$146K | 0.07% | 282 |
|
|
2020
Q4 | $1.23M | Sell |
55,448
-64
| -0.1% | -$1.42K | 0.09% | 233 |
|
|
2020
Q3 | $948K | Sell |
55,512
-3,040
| -5% | -$51.9K | 0.08% | 236 |
|
|
2020
Q2 | $956K | Sell |
58,552
-17,876
| -23% | -$292K | 0.1% | 209 |
|
|
2020
Q1 | $984K | Sell |
76,428
-588
| -0.8% | -$7.57K | 0.13% | 179 |
|
|
2019
Q4 | $1.46M | Buy |
77,016
+1,100
| +1% | +$20.8K | 0.18% | 152 |
|
|
2019
Q3 | $1.32M | Sell |
75,916
-2,492
| -3% | -$43.4K | 0.21% | 137 |
|
|
2019
Q2 | $1.4M | Sell |
78,408
-26,156
| -25% | -$467K | 0.24% | 118 |
|
|
2019
Q1 | $1.83M | Buy |
104,564
+2,844
| +3% | +$49.7K | 0.28% | 101 |
|
|
2018
Q4 | $1.54M | Sell |
101,720
-2,020
| -2% | -$30.6K | 0.34% | 94 |
|
|
2018
Q3 | $1.98M | Buy |
103,740
+17,788
| +21% | +$339K | 0.4% | 71 |
|
|
2018
Q2 | $1.58M | Buy |
85,952
+18,928
| +28% | +$348K | 0.38% | 81 |
|
|
2018
Q1 | $1.16M | Buy |
67,024
+3,480
| +5% | +$60.1K | 0.29% | 103 |
|
|
2017
Q4 | $1.11M | Buy |
63,544
+9,572
| +18% | +$167K | 0.4% | 71 |
|
|
2017
Q3 | $909K | Buy |
53,972
+6,940
| +15% | +$117K | 0.4% | 72 |
|
|
2017
Q2 | $751K | Sell |
47,032
-7,868
| -14% | -$126K | 0.39% | 82 |
|
|
2017
Q1 | $864K | Buy |
+54,900
| New | +$864K | 0.51% | 59 |
|