Noble Family Wealth’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 | $24.4M | Buy |
962,531
+56,154
| +6% | +$1.42M | 5.95% | 5 |
|
|
2025
Q1 | $21.2M | Buy |
906,377
+39,231
| +5% | +$919K | 5.85% | 5 |
|
|
2024
Q4 | $22.4M | Buy |
867,146
+15,306
| +2% | +$396K | 6.17% | 5 |
|
|
2024
Q3 | $21.9M | Buy |
851,840
+7,526
| +0.9% | +$194K | 5.9% | 5 |
|
|
2024
Q2 | $20M | Buy |
844,314
+34,932
| +4% | +$829K | 5.77% | 6 |
|
|
2024
Q1 | $19.9M | Sell |
809,382
-17,944
| -2% | -$442K | 5.67% | 7 |
|
|
2023
Q4 | $19.5M | Buy |
827,326
+11,588
| +1% | +$274K | 5.92% | 6 |
|
|
2023
Q3 | $16.9M | Sell |
815,738
-6,928
| -0.8% | -$143K | 5.7% | 6 |
|
|
2023
Q2 | $18M | Buy |
822,666
+9,892
| +1% | +$217K | 5.86% | 6 |
|
|
2023
Q1 | $17M | Buy |
+812,774
| New | +$17M | 5.81% | 6 |
|