Mirador Capital Partners’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 | $365K | Sell |
14,438
-80
| -0.6% | -$2.02K | 0.06% | 159 |
|
|
2025
Q1 | $340K | Hold |
14,518
| – | – | 0.06% | 158 |
|
|
2024
Q4 | $375K | Sell |
14,518
-1,516
| -9% | -$39.2K | 0.07% | 146 |
|
|
2024
Q3 | $413K | Sell |
16,034
-250
| -2% | -$6.44K | 0.07% | 137 |
|
|
2024
Q2 | $386K | Sell |
16,284
-360
| -2% | -$8.54K | 0.07% | 135 |
|
|
2024
Q1 | $410K | Buy |
16,644
+3,130
| +23% | +$77.1K | 0.08% | 136 |
|
|
2023
Q4 | $319K | Buy |
+13,514
| New | +$319K | 0.07% | 145 |
|
|
2022
Q1 | – | Sell |
-8,104
| Closed | -$207K | – | 215 |
|
|
2021
Q4 | $207K | Buy |
+8,104
| New | +$207K | 0.04% | 206 |
|
|
2021
Q2 | – | Sell |
-8,800
| Closed | -$219K | – | 205 |
|
|
2021
Q1 | $219K | Buy |
+8,800
| New | +$219K | 0.06% | 172 |
|