NewSquare 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
Q2
$101 Hold
4
﹤0.01% 1264
2025
Q1
$94 Hold
4
﹤0.01% 1128
2024
Q4
$103 Hold
4
﹤0.01% 890
2024
Q3
$103 Hold
4
﹤0.01% 306
2024
Q2
$95 Hold
4
﹤0.01% 320
2024
Q1
$98 Sell
4
-28
-88% -$686 ﹤0.01% 412
2023
Q4
$756 Sell
32
-216
-87% -$5.1K ﹤0.01% 423
2023
Q3
$5.14K Sell
248
-1,658
-87% -$34.3K ﹤0.01% 377
2023
Q2
$41.7K Buy
1,906
+570
+43% +$12.5K ﹤0.01% 205
2023
Q1
$28K Buy
1,336
+400
+43% +$8.39K ﹤0.01% 238
2022
Q4
$19K Buy
936
+932
+23,300% +$18.9K ﹤0.01% 226
2022
Q3
$0 Hold
4
﹤0.01% 533
2022
Q2
$0 Hold
4
﹤0.01% 482
2022
Q1
$0 Hold
4
﹤0.01% 456
2021
Q4
$0 Hold
4
﹤0.01% 387
2021
Q3
$0 Hold
4
﹤0.01% 377
2021
Q2
$0 Hold
4
﹤0.01% 369
2021
Q1
$0 Hold
4
﹤0.01% 356
2020
Q4
$0 Hold
4
﹤0.01% 383
2020
Q3
$0 Hold
4
﹤0.01% 397
2020
Q2
$0 Hold
4
﹤0.01% 429
2020
Q1
$0 Hold
4
﹤0.01% 427
2019
Q4
$0 Hold
4
﹤0.01% 361
2019
Q3
$0 Buy
+4
New ﹤0.01% 342