Mission Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Mission Wealth Management’s Portfolio SCHA Stock Details SCHA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$4.86M	Buy	192,161 +61,215	+47%	+$1.55M	0.1%	114
2025 Q1	$3.07M	Sell	130,946 -8,664	-6%	-$203K	0.08%	143
2024 Q4	$3.61M	Sell	139,610 -25,988	-16%	-$672K	0.08%	113
2024 Q3	$4.26M	Buy	165,598 +11,958	+8%	+$308K	0.1%	102
2024 Q2	$3.65M	Sell	153,640 -9,248	-6%	-$219K	0.1%	114
2024 Q1	$4.01M	Buy	162,888 +10,422	+7%	+$257K	0.11%	113
2023 Q4	$3.6M	Sell	152,466 -804	-0.5%	-$19K	0.12%	95
2023 Q3	$3.17M	Sell	153,270 -1,262	-0.8%	-$26.1K	0.12%	92
2023 Q2	$3.38M	Sell	154,532 -1,658	-1%	-$36.3K	0.13%	85
2023 Q1	$3.27M	Sell	156,190 -14,018	-8%	-$294K	0.14%	83
2022 Q4	$3.45M	Sell	170,208 -2,676	-2%	-$54.2K	0.16%	79
2022 Q3	$3.27M	Sell	172,884 -7,984	-4%	-$151K	0.17%	79
2022 Q2	$3.53M	Buy	180,868 +21,054	+13%	+$410K	0.19%	73
2022 Q1	$3.78M	Sell	159,814 -1,618	-1%	-$38.3K	0.17%	74
2021 Q4	$4.13M	Sell	161,432 -560	-0.3%	-$14.3K	0.19%	64
2021 Q3	$4.05M	Sell	161,992 -2,356	-1%	-$59K	0.21%	62
2021 Q2	$4.28M	Sell	164,348 -11,392	-6%	-$297K	0.23%	56
2021 Q1	$4.38M	Sell	175,740 -8,972	-5%	-$224K	0.25%	53
2020 Q4	$4.11M	Sell	184,712 -10,564	-5%	-$235K	0.26%	52
2020 Q3	$3.34M	Sell	195,276 -7,540	-4%	-$129K	0.25%	54
2020 Q2	$3.31M	Buy	202,816 +9,900	+5%	+$162K	0.29%	49
2020 Q1	$2.49M	Buy	192,916 +80,132	+71%	+$1.03M	0.27%	51
2019 Q4	$2.13M	Buy	112,784 +1,652	+1%	+$31.2K	0.21%	66
2019 Q3	$1.94M	Buy	111,132 +9,792	+10%	+$171K	0.21%	68
2019 Q2	$1.81M	Buy	101,340 +10,964	+12%	+$196K	0.2%	64
2019 Q1	$1.58M	Buy	90,376 +5,888	+7%	+$103K	0.18%	68
2018 Q4	$1.28M	Buy	84,488 +41,980	+99%	+$637K	0.17%	72
2018 Q3	$809K	Buy	42,508 +4,204	+11%	+$80K	0.11%	106
2018 Q2	$704K	Buy	38,304 +6,136	+19%	+$113K	0.1%	109
2018 Q1	$556K	Buy	+32,168	New	+$556K	0.09%	105