Mitchell Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $233K | Buy |
8,029
+104
| +1% | +$3.12K | 0.04% | 110 |
|
|
2025
Q4 | $226K | Sell |
7,925
-482
| -6% | -$13.6K | 0.04% | 112 |
|
|
2025
Q3 | $235K | Buy |
8,407
+310
| +4% | +$8.29K | 0.04% | 117 |
|
|
2025
Q2 | $211K | Sell |
8,097
-12,248
| -60% | -$290K | 0.04% | 106 |
|
|
2025
Q1 | $477K | Sell |
20,345
-493
| -2% | -$12.6K | 0.09% | 83 |
|
|
2024
Q4 | $539K | Sell |
20,838
-654
| -3% | -$17.4K | 0.09% | 80 |
|
|
2024
Q3 | $553K | Sell |
21,492
-554
| -3% | -$13.8K | 0.1% | 82 |
|
|
2024
Q2 | $523K | Sell |
22,046
-3,754
| -15% | -$89K | 0.09% | 85 |
|
|
2024
Q1 | $635K | Buy |
25,800
+64
| +0.2% | +$1.5K | 0.12% | 94 |
|
|
2023
Q4 | $608K | Sell |
25,736
-16,180
| -39% | -$341K | 0.13% | 96 |
|
|
2023
Q3 | $868K | Sell |
41,916
-6,056
| -13% | -$133K | 0.21% | 94 |
|
|
2023
Q2 | $1.05M | Sell |
47,972
-4,382
| -8% | -$91.3K | 0.24% | 93 |
|
|
2023
Q1 | $1.1M | Buy |
52,354
+7,254
| +16% | +$156K | 0.27% | 93 |
|
|
2022
Q4 | $914K | Sell |
45,100
-252
| -0.6% | -$5.16K | 0.25% | 98 |
|
|
2022
Q3 | $857K | Sell |
45,352
-158
| -0.3% | -$3.31K | 0.24% | 98 |
|
|
2022
Q2 | $887K | Buy |
45,510
+2,708
| +6% | +$57.9K | 0.25% | 94 |
|
|
2022
Q1 | $1.01M | Buy |
42,802
+890
| +2% | +$21K | 0.23% | 99 |
|
|
2021
Q4 | $1.07M | Buy |
41,912
+4,804
| +13% | +$124K | 0.22% | 101 |
|
|
2021
Q3 | $929K | Buy |
37,108
+13,020
| +54% | +$331K | 0.21% | 114 |
|
|
2021
Q2 | $627K | Buy |
24,088
+168
| +0.7% | +$4.29K | 0.14% | 132 |
|
|
2021
Q1 | $596K | Sell |
23,920
-3,260
| -12% | -$80.2K | 0.15% | 134 |
|
|
2020
Q4 | $605K | Buy |
27,180
+996
| +4% | +$19.8K | 0.15% | 120 |
|
|
2020
Q3 | $447K | Sell |
26,184
-6,128
| -19% | -$105K | 0.13% | 128 |
|
|
2020
Q2 | $528K | Sell |
32,312
-1,540
| -5% | -$23.1K | 0.17% | 113 |
|
|
2020
Q1 | $436K | Sell |
33,852
-2,852
| -8% | -$48.5K | 0.17% | 112 |
|
|
2019
Q4 | $694K | Buy |
36,704
+2,164
| +6% | +$39.2K | 0.22% | 103 |
|
|
2019
Q3 | $602K | Buy |
34,540
+5,484
| +19% | +$96.8K | 0.2% | 103 |
|
|
2019
Q2 | $519K | Buy |
29,056
+116
| +0.4% | +$2.05K | 0.17% | 104 |
|
|
2019
Q1 | $506K | Sell |
28,940
-3,440
| -11% | -$58.9K | 0.18% | 101 |
|
|
2018
Q4 | $491K | Sell |
32,380
-592
| -2% | -$10K | 0.21% | 90 |
|
|
2018
Q3 | $628K | Sell |
32,972
-996
| -3% | -$19K | 0.2% | 87 |
|
|
2018
Q2 | $625K | Buy |
33,968
+796
| +2% | +$14.4K | 0.23% | 72 |
|
|
2018
Q1 | $573K | Sell |
33,172
-4,896
| -13% | -$86.3K | 0.21% | 64 |
|
|
2017
Q4 | $664K | Sell |
38,068
-13,732
| -27% | -$235K | 0.23% | 46 |
|
|
2017
Q3 | $872K | Sell |
51,800
-752
| -1% | -$12.1K | 0.32% | 47 |
|
|
2017
Q2 | $840K | Buy |
52,552
+1,824
| +4% | +$28.8K | 0.32% | 46 |
|
|
2017
Q1 | $799K | Sell |
50,728
-43,120
| -46% | -$675K | 0.3% | 49 |
|
|
2016
Q4 | $1.44M | Buy |
93,848
+79,924
| +574% | +$1.18M | 0.55% | 47 |
|
|
2016
Q3 | $200K | Buy |
+13,924
| New | +$198K | 0.07% | 59 |
|
Other funds holding SCHA
AA
