Obermeyer Wealth Partners’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 |
-8,954
| Closed | -$210K | – | 286 |
|
|
2025
Q1 | $210K | Hold |
8,954
| – | – | 0.01% | 249 |
|
|
2024
Q4 | $232K | Hold |
8,954
| – | – | 0.01% | 231 |
|
|
2024
Q3 | $231K | Buy |
8,954
+324
| +4% | +$8.34K | 0.01% | 233 |
|
|
2024
Q2 | $205K | Hold |
8,630
| – | – | 0.01% | 240 |
|
|
2024
Q1 | $212K | Hold |
8,630
| – | – | 0.01% | 235 |
|
|
2023
Q4 | $204K | Buy |
+8,630
| New | +$204K | 0.01% | 208 |
|
|
2013
Q3 | – | Sell |
-1,032
| Closed | -$11K | – | 234 |
|
|
2013
Q2 | $11K | Buy |
+1,032
| New | +$11K | ﹤0.01% | 263 |
|