ORG 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 | $22.2K | Hold |
870
| – | – | ﹤0.01% | 728 |
|
|
2025
Q1 | $20.4K | Hold |
870
| – | – | 0.01% | 681 |
|
|
2024
Q4 | $22.5K | Sell |
870
-14
| -2% | -$362 | ﹤0.01% | 717 |
|
|
2024
Q3 | $22.8K | Hold |
884
| – | – | ﹤0.01% | 651 |
|
|
2024
Q2 | $20.8K | Buy |
+884
| New | +$20.8K | ﹤0.01% | 1056 |
|
|
2024
Q1 | – | Sell |
-136
| Closed | -$3.22K | – | 991 |
|
|
2023
Q4 | $3.22K | Buy |
+136
| New | +$3.22K | ﹤0.01% | 904 |
|
|
2023
Q3 | – | Sell |
-40
| Closed | -$883 | – | 1575 |
|
|
2023
Q2 | $883 | Buy |
+40
| New | +$883 | ﹤0.01% | 1248 |
|