KHC
Koesten Hirschmann & Crabtree’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $3.22M | Buy |
127,119
+940
| +0.7% | +$23.8K | 1.66% | 10 |
|
2025
Q1 | $2.96M | Sell |
126,179
-722
| -0.6% | -$16.9K | 1.7% | 9 |
|
2024
Q4 | $3.28M | Buy |
126,901
+63,300
| +100% | +$1.64M | 1.88% | 8 |
|
2024
Q3 | $3.28M | Sell |
63,601
-5,338
| -8% | -$275K | 1.91% | 8 |
|
2024
Q2 | $3.39M | Hold |
68,939
| – | – | 2.18% | 8 |
|
2024
Q1 | $3.39M | Buy |
68,939
+1,666
| +2% | +$82K | 2.18% | 8 |
|
2023
Q4 | $3.18M | Buy |
67,273
+5,315
| +9% | +$251K | 2.21% | 8 |
|
2023
Q3 | $2.57M | Buy |
61,958
+1,244
| +2% | +$51.5K | 2.01% | 9 |
|
2023
Q2 | $2.66M | Buy |
60,714
+1,642
| +3% | +$71.9K | 2.01% | 9 |
|
2023
Q1 | $2.48M | Buy |
59,072
+3,060
| +5% | +$128K | 1.9% | 11 |
|
2022
Q4 | $2.27M | Buy |
+56,012
| New | +$2.27M | 1.87% | 11 |
|