Madison Wealth Partners’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 |
8,584
+5
| +0.1% | +$127 | 0.05% | 157 |
|
|
2025
Q1 | $201K | Sell |
8,579
-20,386
| -70% | -$478K | 0.05% | 151 |
|
|
2024
Q4 | $749K | Sell |
28,965
-1,019
| -3% | -$26.4K | 0.21% | 60 |
|
|
2024
Q3 | $772K | Sell |
29,984
-1,766
| -6% | -$45.5K | 0.23% | 58 |
|
|
2024
Q2 | $753K | Buy |
31,750
+1,942
| +7% | +$46.1K | 0.26% | 51 |
|
|
2024
Q1 | $734K | Buy |
29,808
+1,372
| +5% | +$33.8K | 0.27% | 52 |
|
|
2023
Q4 | $672K | Buy |
28,436
+17,970
| +172% | +$424K | 0.27% | 51 |
|
|
2023
Q3 | $217K | Buy |
10,466
+560
| +6% | +$11.6K | 0.11% | 85 |
|
|
2023
Q2 | $217K | Buy |
9,906
+72
| +0.7% | +$1.58K | 0.1% | 89 |
|
|
2023
Q1 | $206K | Buy |
+9,834
| New | +$206K | 0.1% | 82 |
|