Laraway Financial Advisors’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 | $1.18M | Sell |
46,628
-1,285
| -3% | -$32.5K | 0.89% | 31 |
|
|
2025
Q1 | $1.12M | Buy |
47,913
+90
| +0.2% | +$2.11K | 0.89% | 33 |
|
|
2024
Q4 | $1.24M | Sell |
47,823
-77
| -0.2% | -$1.99K | 0.95% | 32 |
|
|
2024
Q3 | $1.23M | Sell |
47,900
-508
| -1% | -$13.1K | 0.98% | 31 |
|
|
2024
Q2 | $1.15M | Buy |
48,408
+1,134
| +2% | +$26.9K | 0.98% | 30 |
|
|
2024
Q1 | $1.16M | Buy |
47,274
+2,216
| +5% | +$54.6K | 1.03% | 29 |
|
|
2023
Q4 | $1.06M | Sell |
45,058
-1,452
| -3% | -$34.3K | 1.01% | 28 |
|
|
2023
Q3 | $963K | Sell |
46,510
-2,868
| -6% | -$59.4K | 1% | 29 |
|
|
2023
Q2 | $1.08M | Sell |
49,378
-1,830
| -4% | -$40.1K | 1.07% | 26 |
|
|
2023
Q1 | $1.07M | Buy |
51,208
+1,282
| +3% | +$26.9K | 1.09% | 26 |
|
|
2022
Q4 | $1.01M | Buy |
49,926
+2,726
| +6% | +$55.2K | 1.06% | 29 |
|
|
2022
Q3 | $902K | Buy |
47,200
+340
| +0.7% | +$6.5K | 1.01% | 31 |
|
|
2022
Q2 | $913K | Sell |
46,860
-480
| -1% | -$9.35K | 0.97% | 33 |
|
|
2022
Q1 | $1.12M | Buy |
47,340
+1,740
| +4% | +$41.2K | 1.02% | 31 |
|
|
2021
Q4 | $1.17M | Buy |
+45,600
| New | +$1.17M | 1.04% | 30 |
|