May Barnhard Investments’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 | $4.97M | Sell |
196,417
-12,469
| -6% | -$315K | 2.32% | 18 |
|
|
2025
Q1 | $4.89M | Sell |
208,886
-24,737
| -11% | -$580K | 2.44% | 15 |
|
|
2024
Q4 | $6.04M | Sell |
233,623
-8,931
| -4% | -$231K | 2.87% | 10 |
|
|
2024
Q3 | $6.25M | Buy |
242,554
+25,572
| +12% | +$658K | 3.05% | 9 |
|
|
2024
Q2 | $5.15M | Buy |
216,982
+2,462
| +1% | +$58.4K | 2.66% | 13 |
|
|
2024
Q1 | $5.28M | Buy |
214,520
+21,522
| +11% | +$530K | 2.64% | 14 |
|
|
2023
Q4 | $4.56M | Buy |
+192,998
| New | +$4.56M | 2.34% | 14 |
|