Milestone 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 | $1.41M | Sell |
55,772
-8,510
| -13% | -$215K | 0.37% | 46 |
|
|
2025
Q1 | $1.51M | Sell |
64,282
-377
| -0.6% | -$8.83K | 0.42% | 45 |
|
|
2024
Q4 | $1.67M | Buy |
64,659
+5,759
| +10% | +$149K | 0.45% | 43 |
|
|
2024
Q3 | $1.52M | Hold |
58,900
| – | – | 0.42% | 41 |
|
|
2024
Q2 | $1.4M | Sell |
58,900
-100
| -0.2% | -$2.37K | 0.37% | 42 |
|
|
2024
Q1 | $1.45M | Sell |
59,000
-140
| -0.2% | -$3.45K | 0.39% | 42 |
|
|
2023
Q4 | $1.4M | Buy |
59,140
+940
| +2% | +$22.2K | 0.41% | 40 |
|
|
2023
Q3 | $1.21M | Hold |
58,200
| – | – | 0.34% | 42 |
|
|
2023
Q2 | $1.27M | Hold |
58,200
| – | – | 0.39% | 38 |
|
|
2023
Q1 | $1.22M | Buy |
58,200
+1,602
| +3% | +$33.6K | 0.38% | 39 |
|
|
2022
Q4 | $1.15M | Buy |
+56,598
| New | +$1.15M | 0.4% | 38 |
|