Money Concepts Capital’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 | $620K | Buy |
24,497
+1,538
| +7% | +$38.9K | 0.04% | 280 |
|
|
2025
Q1 | $538K | Sell |
22,959
-831
| -3% | -$19.5K | 0.04% | 288 |
|
|
2024
Q4 | $615K | Buy |
23,790
+14
| +0.1% | +$362 | 0.05% | 274 |
|
|
2024
Q3 | $612K | Buy |
23,776
+858
| +4% | +$22.1K | 0.05% | 272 |
|
|
2024
Q2 | $544K | Sell |
22,918
-4,560
| -17% | -$108K | 0.05% | 277 |
|
|
2024
Q1 | $677K | Buy |
27,478
+996
| +4% | +$24.5K | 0.06% | 252 |
|
|
2023
Q4 | $626K | Buy |
26,482
+108
| +0.4% | +$2.55K | 0.06% | 240 |
|
|
2023
Q3 | $546K | Buy |
26,374
+2,776
| +12% | +$57.5K | 0.06% | 238 |
|
|
2023
Q2 | $517K | Sell |
23,598
-21,616
| -48% | -$473K | 0.05% | 248 |
|
|
2023
Q1 | $338K | Sell |
45,214
-25,020
| -36% | -$187K | 0.02% | 342 |
|
|
2022
Q4 | $1.42M | Buy |
70,234
+42,496
| +153% | +$861K | 0.06% | 232 |
|
|
2022
Q3 | $524K | Sell |
27,738
-842
| -3% | -$15.9K | 0.03% | 288 |
|
|
2022
Q2 | $564K | Sell |
28,580
-31,888
| -53% | -$629K | 0.05% | 255 |
|
|
2022
Q1 | $1.43M | Buy |
60,468
+6,928
| +13% | +$164K | 0.08% | 242 |
|
|
2021
Q4 | $1.37M | Buy |
+53,540
| New | +$1.37M | 0.12% | 176 |
|
|
2021
Q1 | $713K | Sell |
28,612
-3,428
| -11% | -$85.4K | 0.06% | 261 |
|
|
2020
Q4 | $713K | Buy |
+32,040
| New | +$713K | 0.07% | 238 |
|