LexAurum 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 | $217K | Buy |
+8,578
| New | +$217K | 0.03% | 332 |
|
|
2022
Q2 | – | Sell |
-11,566
| Closed | -$274K | – | 267 |
|
|
2022
Q1 | $274K | Sell |
11,566
-3,474
| -23% | -$82.3K | 0.09% | 201 |
|
|
2021
Q4 | $385K | Sell |
15,040
-6,012
| -29% | -$154K | 0.13% | 168 |
|
|
2021
Q3 | $527K | Buy |
21,052
+820
| +4% | +$20.5K | 0.16% | 158 |
|
|
2021
Q2 | $527K | Buy |
20,232
+1,612
| +9% | +$42K | 0.16% | 155 |
|
|
2021
Q1 | $464K | Buy |
+18,620
| New | +$464K | 0.16% | 148 |
|