Murphy Middleton Hinkle & Parker’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 | $1.05M | Hold |
44,843
| – | – | 0.59% | 50 |
|
|
2025
Q1 | $1.05M | Sell |
44,843
-605
| -1% | -$14.2K | 0.59% | 50 |
|
|
2024
Q4 | $1.18M | Sell |
45,448
-180
| -0.4% | -$4.66K | 0.66% | 43 |
|
|
2024
Q3 | $1.17M | Sell |
45,628
-1,600
| -3% | -$41.2K | 0.63% | 48 |
|
|
2024
Q2 | $1.12M | Sell |
47,228
-278
| -0.6% | -$6.6K | 0.65% | 49 |
|
|
2024
Q1 | $1.17M | Sell |
47,506
-402
| -0.8% | -$9.9K | 0.68% | 44 |
|
|
2023
Q4 | $1.13M | Sell |
47,908
-1,868
| -4% | -$44.1K | 0.7% | 46 |
|
|
2023
Q3 | $1.03M | Sell |
49,776
-122
| -0.2% | -$2.53K | 0.66% | 47 |
|
|
2023
Q2 | $1.09M | Sell |
49,898
-92
| -0.2% | -$2.02K | 0.68% | 46 |
|
|
2023
Q1 | $1.05M | Buy |
49,990
+688
| +1% | +$14.4K | 0.65% | 48 |
|
|
2022
Q4 | $999K | Sell |
49,302
-168
| -0.3% | -$3.4K | 0.63% | 51 |
|
|
2022
Q3 | $935K | Sell |
49,470
-2,056
| -4% | -$38.9K | 0.65% | 53 |
|
|
2022
Q2 | $1M | Sell |
51,526
-1,210
| -2% | -$23.6K | 0.65% | 51 |
|
|
2022
Q1 | $1.25M | Buy |
52,736
+3,576
| +7% | +$84.7K | 0.67% | 46 |
|
|
2021
Q4 | $1.26M | Buy |
49,160
+3,724
| +8% | +$95.4K | 0.67% | 47 |
|
|
2021
Q3 | $1.14M | Buy |
45,436
+4,284
| +10% | +$107K | 0.66% | 48 |
|
|
2021
Q2 | $1.07M | Buy |
41,152
+11,148
| +37% | +$290K | 0.6% | 55 |
|
|
2021
Q1 | $748K | Buy |
30,004
+9,148
| +44% | +$228K | 0.44% | 71 |
|
|
2020
Q4 | $464K | Buy |
20,856
+724
| +4% | +$16.1K | 0.31% | 90 |
|
|
2020
Q3 | $344K | Sell |
20,132
-512
| -2% | -$8.75K | 0.25% | 97 |
|
|
2020
Q2 | $337K | Buy |
20,644
+24
| +0.1% | +$392 | 0.25% | 97 |
|
|
2020
Q1 | $266K | Sell |
20,620
-360
| -2% | -$4.64K | 0.24% | 97 |
|
|
2019
Q4 | $397K | Buy |
20,980
+3,592
| +21% | +$68K | 0.26% | 95 |
|
|
2019
Q3 | $303K | Buy |
17,388
+388
| +2% | +$6.76K | 0.21% | 104 |
|
|
2019
Q2 | $304K | Buy |
17,000
+3,300
| +24% | +$59K | 0.22% | 105 |
|
|
2019
Q1 | $240K | Buy |
+13,700
| New | +$240K | 0.16% | 116 |
|
|
2018
Q4 | – | Sell |
-12,276
| Closed | -$234K | – | 125 |
|
|
2018
Q3 | $234K | Buy |
+12,276
| New | +$234K | 0.17% | 116 |
|