Napatree 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
Q1 | $245K | Buy |
10,470
+400
| +4% | +$9.37K | 0.14% | 178 |
|
2024
Q4 | $260K | Hold |
10,070
| – | – | 0.15% | 153 |
|
2024
Q3 | $259K | Hold |
10,070
| – | – | 0.18% | 131 |
|
2024
Q2 | $239K | Hold |
10,070
| – | – | 0.19% | 122 |
|
2024
Q1 | $232K | Sell |
10,070
-60
| -0.6% | -$1.38K | 0.22% | 111 |
|
2023
Q4 | $239K | Buy |
+10,130
| New | +$239K | 0.24% | 106 |
|