MilWealth Group’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 | $1.24M | Buy |
49,198
+5,673
| +13% | +$144K | 0.32% | 16 |
|
|
2025
Q1 | $1.02M | Hold |
43,525
| – | – | 0.28% | 16 |
|
|
2024
Q4 | $1.13M | Sell |
43,525
-1
| -0% | -$26 | 0.31% | 16 |
|
|
2024
Q3 | $1.12M | Hold |
43,526
| – | – | 0.33% | 16 |
|
|
2024
Q2 | $1.03M | Hold |
43,526
| – | – | 0.33% | 16 |
|
|
2024
Q1 | $1.07M | Hold |
43,526
| – | – | 0.34% | 16 |
|
|
2023
Q4 | $1.03M | Sell |
43,526
-1,890
| -4% | -$44.6K | 0.34% | 16 |
|
|
2023
Q3 | $941K | Hold |
45,416
| – | – | 0.37% | 14 |
|
|
2023
Q2 | $995K | Hold |
45,416
| – | – | 0.38% | 14 |
|
|
2023
Q1 | $952K | Hold |
45,416
| – | – | 0.38% | 14 |
|
|
2022
Q4 | $920K | Hold |
45,416
| – | – | 0.38% | 14 |
|
|
2022
Q3 | $858K | Sell |
45,416
-40,408
| -47% | -$764K | 0.37% | 15 |
|
|
2022
Q2 | $1.67M | Buy |
85,824
+42,298
| +97% | +$825K | 0.72% | 16 |
|
|
2022
Q1 | $1.03M | Sell |
43,526
-2
| -0% | -$47 | 0.39% | 16 |
|
|
2021
Q4 | $1.11M | Hold |
43,528
| – | – | 0.41% | 16 |
|
|
2021
Q3 | $1.09M | Hold |
43,528
| – | – | 0.42% | 15 |
|
|
2021
Q2 | $1.13M | Hold |
43,528
| – | – | 0.49% | 14 |
|
|
2021
Q1 | $1.08M | Hold |
43,528
| – | – | 0.52% | 13 |
|
|
2020
Q4 | $968K | Sell |
43,528
-1,988
| -4% | -$44.2K | 0.48% | 13 |
|
|
2020
Q3 | $777K | Buy |
45,516
+36
| +0.1% | +$615 | 0.43% | 13 |
|
|
2020
Q2 | $743K | Sell |
45,480
-87,572
| -66% | -$1.43M | 0.44% | 13 |
|
|
2020
Q1 | $1.71M | Buy |
+133,052
| New | +$1.71M | 1.33% | 11 |
|