MONECO Advisors’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 | $463K | Buy |
18,295
+155
| +0.9% | +$3.92K | 0.04% | 308 |
|
|
2025
Q1 | $425K | Buy |
18,140
+561
| +3% | +$13.1K | 0.04% | 310 |
|
|
2024
Q4 | $455K | Buy |
17,579
+2,193
| +14% | +$56.7K | 0.05% | 299 |
|
|
2024
Q3 | $396K | Sell |
15,386
-6,216
| -29% | -$160K | 0.05% | 293 |
|
|
2024
Q2 | $513K | Sell |
21,602
-3,708
| -15% | -$88K | 0.08% | 234 |
|
|
2024
Q1 | $623K | Sell |
25,310
-2,936
| -10% | -$72.3K | 0.1% | 213 |
|
|
2023
Q4 | $667K | Buy |
28,246
+2,652
| +10% | +$62.6K | 0.13% | 181 |
|
|
2023
Q3 | $530K | Buy |
25,594
+528
| +2% | +$10.9K | 0.14% | 165 |
|
|
2023
Q2 | $549K | Buy |
25,066
+1,588
| +7% | +$34.8K | 0.15% | 159 |
|
|
2023
Q1 | $492K | Buy |
+23,478
| New | +$492K | 0.14% | 165 |
|
|
2021
Q3 | – | Sell |
-9,316
| Closed | -$243K | – | 265 |
|
|
2021
Q2 | $243K | Sell |
9,316
-1,168
| -11% | -$30.5K | 0.11% | 185 |
|
|
2021
Q1 | $261K | Buy |
+10,484
| New | +$261K | 0.13% | 162 |
|