Meeder Advisory Services’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 | $5.4M | Sell |
213,419
-1,320
| -0.6% | -$33.4K | 0.28% | 50 |
|
|
2025
Q1 | $5.03M | Buy |
214,739
+18,785
| +10% | +$440K | 0.3% | 47 |
|
|
2024
Q4 | $5.07M | Buy |
195,954
+11,986
| +7% | +$310K | 0.32% | 45 |
|
|
2024
Q3 | $4.74M | Buy |
183,968
+11,964
| +7% | +$308K | 0.31% | 46 |
|
|
2024
Q2 | $4.08M | Buy |
172,004
+57,554
| +50% | +$1.37M | 0.29% | 53 |
|
|
2024
Q1 | $2.82M | Buy |
114,450
+2,266
| +2% | +$55.8K | 0.29% | 59 |
|
|
2023
Q4 | $2.65M | Sell |
112,184
-2,098
| -2% | -$49.6K | 0.3% | 56 |
|
|
2023
Q3 | $2.37M | Sell |
114,282
-19,296
| -14% | -$400K | 0.3% | 53 |
|
|
2023
Q2 | $2.93M | Buy |
133,578
+30,226
| +29% | +$662K | 0.32% | 49 |
|
|
2023
Q1 | $2.17M | Buy |
103,352
+37,904
| +58% | +$795K | 0.25% | 71 |
|
|
2022
Q4 | $1.33M | Buy |
+65,448
| New | +$1.33M | 0.17% | 105 |
|