Long Island Wealth Management’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 | $785K | Buy |
31,044
+4,121
| +15% | +$104K | 0.41% | 47 |
|
|
2025
Q1 | $631K | Buy |
26,923
+4,993
| +23% | +$117K | 0.38% | 49 |
|
|
2024
Q4 | $567K | Buy |
21,930
+60
| +0.3% | +$1.55K | 0.35% | 50 |
|
|
2024
Q3 | $563K | Buy |
21,870
+80
| +0.4% | +$2.06K | 0.37% | 49 |
|
|
2024
Q2 | $517K | Sell |
21,790
-2
| -0% | -$47 | 0.36% | 51 |
|
|
2024
Q1 | $536K | Sell |
21,792
-980
| -4% | -$24.1K | 0.38% | 51 |
|
|
2023
Q4 | $538K | Buy |
+22,772
| New | +$538K | 0.38% | 50 |
|