Lowe Brockenbrough & Co’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 | $2.99M | Buy |
118,330
+31,207
| +36% | +$790K | 0.17% | 112 |
|
|
2025
Q1 | $2.04M | Sell |
87,123
-438
| -0.5% | -$10.3K | 0.13% | 122 |
|
|
2024
Q4 | $2.26M | Buy |
87,561
+1,631
| +2% | +$42.2K | 0.15% | 116 |
|
|
2024
Q3 | $2.21M | Buy |
85,930
+2,686
| +3% | +$69.2K | 0.14% | 121 |
|
|
2024
Q2 | $1.98M | Buy |
83,244
+1,182
| +1% | +$28.1K | 0.13% | 123 |
|
|
2024
Q1 | $2.02M | Sell |
82,062
-4,504
| -5% | -$111K | 0.14% | 129 |
|
|
2023
Q4 | $2.04M | Buy |
86,566
+7,244
| +9% | +$171K | 0.16% | 121 |
|
|
2023
Q3 | $1.64M | Buy |
79,322
+330
| +0.4% | +$6.83K | 0.13% | 134 |
|
|
2023
Q2 | $1.73M | Sell |
78,992
-5,750
| -7% | -$126K | 0.13% | 132 |
|
|
2023
Q1 | $1.78M | Hold |
84,742
| – | – | 0.14% | 133 |
|
|
2022
Q4 | $1.72M | Buy |
84,742
+1,630
| +2% | +$33K | 0.15% | 129 |
|
|
2022
Q3 | $1.57M | Sell |
83,112
-5,064
| -6% | -$95.7K | 0.15% | 136 |
|
|
2022
Q2 | $1.72M | Buy |
88,176
+3,900
| +5% | +$76K | 0.15% | 137 |
|
|
2022
Q1 | $2M | Buy |
84,276
+2,332
| +3% | +$55.2K | 0.15% | 133 |
|
|
2021
Q4 | $2.1M | Buy |
81,944
+2,188
| +3% | +$56K | 0.15% | 122 |
|
|
2021
Q3 | $2M | Buy |
+79,756
| New | +$2M | 0.16% | 132 |
|