Leverty Financial Group’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 | $477K | Sell |
18,844
-14,147
| -43% | -$358K | 0.14% | 23 |
|
|
2025
Q1 | $773K | Sell |
32,991
-3,780
| -10% | -$88.6K | 0.32% | 19 |
|
|
2024
Q4 | $951K | Buy |
36,771
+2,855
| +8% | +$73.8K | 0.48% | 14 |
|
|
2024
Q3 | $873K | Buy |
33,916
+6,840
| +25% | +$176K | 0.48% | 15 |
|
|
2024
Q2 | $642K | Buy |
27,076
+5,492
| +25% | +$130K | 0.38% | 14 |
|
|
2024
Q1 | $531K | Buy |
21,584
+1,082
| +5% | +$26.6K | 0.32% | 15 |
|
|
2023
Q4 | $484K | Buy |
20,502
+7,722
| +60% | +$182K | 0.31% | 16 |
|
|
2023
Q3 | $265K | Buy |
12,780
+546
| +4% | +$11.3K | 0.19% | 21 |
|
|
2023
Q2 | $268K | Sell |
12,234
-30
| -0.2% | -$657 | 0.2% | 22 |
|
|
2023
Q1 | $257K | Buy |
12,264
+2,082
| +20% | +$43.6K | 0.2% | 23 |
|
|
2022
Q4 | $206K | Buy |
+10,182
| New | +$206K | 0.18% | 27 |
|