Leeward Financial Partners’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 | $214K | Buy |
+8,465
| New | +$214K | 0.07% | 99 |
|
|
2025
Q1 | – | Sell |
-8,465
| Closed | -$219K | – | 94 |
|
|
2024
Q4 | $219K | Sell |
8,465
-21
| -0.2% | -$543 | 0.08% | 86 |
|
|
2024
Q3 | $219K | Hold |
8,486
| – | – | 0.08% | 83 |
|
|
2024
Q2 | $201K | Sell |
8,486
-8,568
| -50% | -$203K | 0.08% | 82 |
|
|
2024
Q1 | $420K | Sell |
17,054
-2,432
| -12% | -$59.9K | 0.18% | 65 |
|
|
2023
Q4 | $460K | Buy |
+19,486
| New | +$460K | 0.22% | 61 |
|