Moneywise Inc’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 | $3.45M | Sell |
136,445
-18,591
| -12% | -$470K | 1.62% | 18 |
|
|
2025
Q1 | $3.63M | Sell |
155,036
-22,154
| -13% | -$519K | 1.92% | 14 |
|
|
2024
Q4 | $4.58M | Sell |
177,190
-67,376
| -28% | -$1.74M | 2.3% | 14 |
|
|
2024
Q3 | $6.3M | Sell |
244,566
-155,836
| -39% | -$4.01M | 3.1% | 11 |
|
|
2024
Q2 | $9.5M | Sell |
400,402
-110,858
| -22% | -$2.63M | 5.03% | 5 |
|
|
2024
Q1 | $12.6M | Sell |
511,260
-114,780
| -18% | -$2.83M | 6.84% | 3 |
|
|
2023
Q4 | $14.8M | Sell |
626,040
-84,394
| -12% | -$1.99M | 8.49% | 3 |
|
|
2023
Q3 | $14.7M | Sell |
710,434
-65,776
| -8% | -$1.36M | 9.23% | 3 |
|
|
2023
Q2 | $17M | Sell |
776,210
-61,678
| -7% | -$1.35M | 10.54% | 3 |
|
|
2023
Q1 | $17.6M | Buy |
837,888
+49,592
| +6% | +$1.04M | 11.36% | 3 |
|
|
2022
Q4 | $16M | Sell |
788,296
-53,748
| -6% | -$1.09M | 11.94% | 3 |
|
|
2022
Q3 | $15.9M | Buy |
842,044
+2,900
| +0.3% | +$54.8K | 12.99% | 3 |
|
|
2022
Q2 | $16.4M | Sell |
839,144
-19,836
| -2% | -$387K | 12.75% | 3 |
|
|
2022
Q1 | $20.3M | Buy |
858,980
+54,272
| +7% | +$1.29M | 13.4% | 2 |
|
|
2021
Q4 | $20.6M | Sell |
804,708
-55,320
| -6% | -$1.42M | 13.24% | 2 |
|
|
2021
Q3 | $21.5M | Buy |
860,028
+127,352
| +17% | +$3.19M | 14.04% | 2 |
|
|
2021
Q2 | $19.1M | Sell |
732,676
-97,432
| -12% | -$2.54M | 13.02% | 2 |
|
|
2021
Q1 | $20.7M | Sell |
830,108
-23,740
| -3% | -$592K | 13.95% | 2 |
|
|
2020
Q4 | $19M | Sell |
853,848
-12,572
| -1% | -$280K | 13.59% | 2 |
|
|
2020
Q3 | $14.8M | Buy |
866,420
+11,868
| +1% | +$203K | 11.75% | 2 |
|
|
2020
Q2 | $14M | Buy |
854,552
+60,936
| +8% | +$995K | 11.18% | 2 |
|
|
2020
Q1 | $10.2M | Buy |
793,616
+27,360
| +4% | +$352K | 9% | 2 |
|
|
2019
Q4 | $13.4M | Sell |
766,256
-972
| -0.1% | -$16.9K | 10.05% | 2 |
|
|
2019
Q3 | $13.4M | Buy |
767,228
+13,488
| +2% | +$235K | 10.8% | 2 |
|
|
2019
Q2 | $13.5M | Buy |
753,740
+130,416
| +21% | +$2.33M | 10.28% | 2 |
|
|
2019
Q1 | $10.8M | Sell |
623,324
-65,648
| -10% | -$1.13M | 9.23% | 4 |
|
|
2018
Q4 | $10.5M | Buy |
688,972
+45,608
| +7% | +$692K | 9.91% | 2 |
|
|
2018
Q3 | $12.3M | Sell |
643,364
-4,072
| -0.6% | -$77.5K | 10.37% | 2 |
|
|
2018
Q2 | $11.9M | Buy |
647,436
+3,932
| +0.6% | +$72.3K | 10.19% | 2 |
|
|
2018
Q1 | $11.1M | Sell |
643,504
-86,056
| -12% | -$1.49M | 9.23% | 4 |
|
|
2017
Q4 | $12.7M | Buy |
729,560
+14,184
| +2% | +$247K | 9.52% | 3 |
|
|
2017
Q3 | $12M | Buy |
715,376
+29,576
| +4% | +$498K | 9.52% | 3 |
|
|
2017
Q2 | $11M | Buy |
685,800
+21,644
| +3% | +$346K | 9.33% | 3 |
|
|
2017
Q1 | $10.5M | Buy |
664,156
+15,012
| +2% | +$236K | 9.47% | 3 |
|
|
2016
Q4 | $9.98M | Sell |
649,144
-4,520
| -0.7% | -$69.5K | 9.89% | 3 |
|
|
2016
Q3 | $9.41M | Buy |
+653,664
| New | +$9.41M | 9.95% | 3 |
|