Madison Park Capital 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 | $1.64M | Sell |
64,890
-946
| -1% | -$23.9K | 1.38% | 21 |
|
|
2025
Q1 | $1.54M | Sell |
65,836
-1,506
| -2% | -$35.3K | 1.35% | 21 |
|
|
2024
Q4 | $1.74M | Buy |
67,342
+150
| +0.2% | +$3.88K | 1.39% | 20 |
|
|
2024
Q3 | $1.73M | Sell |
67,192
-1,476
| -2% | -$38K | 1.3% | 22 |
|
|
2024
Q2 | $1.63M | Buy |
68,668
+3,232
| +5% | +$76.7K | 1.36% | 22 |
|
|
2024
Q1 | $1.61M | Buy |
65,436
+986
| +2% | +$24.3K | 1.4% | 22 |
|
|
2023
Q4 | $1.52M | Buy |
+64,450
| New | +$1.52M | 1.47% | 22 |
|