McClarren Financial 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
Q1 | – | Sell |
-989
| Closed | -$25K | – | 350 |
|
|
2024
Q4 | $25K | Buy |
+989
| New | +$25K | 0.07% | 123 |
|
|
2024
Q3 | – | Sell |
-284
| Closed | -$23K | – | 334 |
|
|
2024
Q2 | $23K | Sell |
284
-558
| -66% | -$45.2K | 0.02% | 211 |
|
|
2024
Q1 | $21K | Buy |
842
+4
| +0.5% | +$100 | 0.02% | 214 |
|
|
2023
Q4 | $20K | Buy |
838
+4
| +0.5% | +$95 | 0.02% | 237 |
|
|
2023
Q3 | $17K | Buy |
834
+4
| +0.5% | +$82 | 0.01% | 231 |
|
|
2023
Q2 | $18K | Buy |
830
+792
| +2,084% | +$17.2K | 0.01% | 227 |
|
|
2023
Q1 | $0 | Buy |
+38
| New | – | ﹤0.01% | 445 |
|