Nemes Rush Group’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 | – | Sell |
-29,008
| Closed | -$680K | – | 767 |
|
2025
Q1 | $680K | Hold |
29,008
| – | – | 0.09% | 108 |
|
2024
Q4 | $750K | Hold |
29,008
| – | – | 0.09% | 105 |
|
2024
Q3 | $714K | Sell |
29,008
-168
| -0.6% | -$4.14K | 0.1% | 105 |
|
2024
Q2 | $692K | Buy |
29,176
+168
| +0.6% | +$3.99K | 0.1% | 103 |
|
2024
Q1 | $714K | Hold |
29,008
| – | – | 0.1% | 105 |
|
2023
Q4 | $685K | Hold |
29,008
| – | – | 0.11% | 110 |
|
2023
Q3 | $601K | Sell |
29,008
-442
| -2% | -$9.15K | 0.11% | 112 |
|
2023
Q2 | $645K | Buy |
+29,450
| New | +$645K | 0.11% | 108 |
|