MGO One Seven’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 | – | Sell |
-22,134
| Closed | -$519K | – | 1234 |
|
2025
Q1 | $519K | Buy |
22,134
+1,727
| +8% | +$40.5K | 0.02% | 616 |
|
2024
Q4 | $528K | Sell |
20,407
-731
| -3% | -$18.9K | 0.02% | 604 |
|
2024
Q3 | $544K | Sell |
21,138
-840
| -4% | -$21.6K | 0.02% | 553 |
|
2024
Q2 | $521K | Buy |
21,978
+4,356
| +25% | +$103K | 0.02% | 537 |
|
2024
Q1 | $434K | Sell |
17,622
-15,262
| -46% | -$376K | 0.02% | 579 |
|
2023
Q4 | $777K | Buy |
+32,884
| New | +$777K | 0.04% | 378 |
|
2018
Q1 | – | Sell |
-32
| Closed | -$1K | – | 1855 |
|
2017
Q4 | $1K | Buy |
+32
| New | +$1K | ﹤0.01% | 1652 |
|