Lindbrook Capital’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
Q1 | $54.7K | Buy |
2,335
+65
| +3% | +$1.52K | 0.01% | 964 |
|
|
2024
Q4 | $58.7K | Hold |
2,270
| – | – | 0.01% | 754 |
|
|
2024
Q3 | $58.5K | Hold |
2,270
| – | – | 0.01% | 750 |
|
|
2024
Q2 | $53.9K | Hold |
2,270
| – | – | 0.01% | 759 |
|
|
2024
Q1 | $55.9K | Sell |
2,270
-60
| -3% | -$1.48K | 0.01% | 745 |
|
|
2023
Q4 | $55K | Hold |
2,330
| – | – | 0.01% | 718 |
|
|
2023
Q3 | $48.3K | Hold |
2,330
| – | – | 0.01% | 708 |
|
|
2023
Q2 | $51K | Hold |
2,330
| – | – | 0.01% | 716 |
|
|
2023
Q1 | $48.8K | Hold |
2,330
| – | – | 0.01% | 703 |
|
|
2022
Q4 | $47.2K | Buy |
2,330
+10
| +0.4% | +$203 | 0.01% | 719 |
|
|
2022
Q3 | $44K | Buy |
2,320
+66
| +3% | +$1.25K | 0.01% | 693 |
|
|
2022
Q2 | $44K | Buy |
2,254
+1,814
| +412% | +$35.4K | 0.01% | 707 |
|
|
2022
Q1 | $10K | Hold |
440
| – | – | ﹤0.01% | 1288 |
|
|
2021
Q4 | $11K | Buy |
+440
| New | +$11K | ﹤0.01% | 1240 |
|