Mitchell Sinkler & Starr’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
Q1 | – | Sell |
-5,400
| Closed | -$140K | – | 168 |
|
|
2024
Q4 | $140K | Sell |
5,400
-600
| -10% | -$15.5K | 0.04% | 161 |
|
|
2024
Q3 | $155K | Buy |
6,000
+3,000
| +100% | +$77.3K | 0.04% | 158 |
|
|
2024
Q2 | $75.2K | Buy |
3,000
+2,400
| +400% | +$60.1K | 0.02% | 170 |
|
|
2024
Q1 | $14.8K | Sell |
600
-13,140
| -96% | -$324K | ﹤0.01% | 180 |
|
|
2023
Q4 | $325K | Buy |
+13,740
| New | +$325K | 0.06% | 154 |
|