MYeCFO’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 | $939K | Sell |
37,131
-1,000
| -3% | -$25.3K | 0.46% | 31 |
|
|
2025
Q1 | $893K | Sell |
38,131
-460
| -1% | -$10.8K | 0.47% | 31 |
|
|
2024
Q4 | $998K | Buy |
38,591
+7,629
| +25% | +$197K | 0.54% | 29 |
|
|
2024
Q3 | $799K | Buy |
30,962
+7,220
| +30% | +$186K | 0.43% | 32 |
|
|
2024
Q2 | $563K | Buy |
23,742
+4,000
| +20% | +$94.9K | 0.32% | 36 |
|
|
2024
Q1 | $486K | Buy |
19,742
+4,060
| +26% | +$100K | 0.29% | 38 |
|
|
2023
Q4 | $370K | Sell |
15,682
-1,000
| -6% | -$23.6K | 0.23% | 42 |
|
|
2023
Q3 | $345K | Buy |
16,682
+6,800
| +69% | +$141K | 0.24% | 39 |
|
|
2023
Q2 | $216K | Sell |
9,882
-1,000
| -9% | -$21.9K | 0.16% | 42 |
|
|
2023
Q1 | $228K | Sell |
10,882
-1,440
| -12% | -$30.2K | 0.17% | 42 |
|
|
2022
Q4 | $250K | Buy |
+12,322
| New | +$250K | 0.21% | 36 |
|