MeadowBrook Investment 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 | $417K | Hold |
16,481
| – | – | 0.37% | 65 |
|
|
2025
Q1 | $386K | Buy |
16,481
+17
| +0.1% | +$398 | 0.36% | 62 |
|
|
2024
Q4 | $426K | Sell |
16,464
-410
| -2% | -$10.6K | 0.38% | 61 |
|
|
2024
Q3 | $435K | Buy |
16,874
+260
| +2% | +$6.7K | 0.39% | 61 |
|
|
2024
Q2 | $394K | Buy |
16,614
+70
| +0.4% | +$1.66K | 0.37% | 61 |
|
|
2024
Q1 | $407K | Hold |
16,544
| – | – | 0.38% | 62 |
|
|
2023
Q4 | $391K | Buy |
+16,544
| New | +$391K | 0.37% | 64 |
|