Outfitter Financial’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
$3.41M Buy
134,951
+1,030
+0.8% +$26.1K 2.91% 6
2025
Q1
$3.14M Buy
133,921
+1,485
+1% +$34.8K 2.82% 6
2024
Q4
$3.42M Sell
132,436
-830
-0.6% -$21.5K 2.74% 8
2024
Q3
$3.43M Sell
133,266
-1,100
-0.8% -$28.3K 2.83% 7
2024
Q2
$3.19M Buy
134,366
+1,190
+0.9% +$28.2K 2.65% 9
2024
Q1
$3.28M Buy
133,176
+3,330
+3% +$82K 2.69% 8
2023
Q4
$3.07M Buy
129,846
+780
+0.6% +$18.4K 2.68% 5
2023
Q3
$2.67M Buy
129,066
+120
+0.1% +$2.49K 2.52% 7
2023
Q2
$2.82M Sell
128,946
-76
-0.1% -$1.66K 2.53% 7
2023
Q1
$2.7M Buy
129,022
+240
+0.2% +$5.03K 2.44% 8
2022
Q4
$2.61M Sell
128,782
-678
-0.5% -$13.7K 2.37% 9
2022
Q3
$2.45M Buy
129,460
+3,030
+2% +$57.3K 2.4% 7
2022
Q2
$2.47M Buy
126,430
+1,950
+2% +$38K 2.24% 7
2022
Q1
$2.95M Buy
124,480
+2,556
+2% +$60.5K 2.26% 7
2021
Q4
$3.12M Buy
121,924
+4,180
+4% +$107K 2.29% 8
2021
Q3
$2.95M Buy
117,744
+2,880
+3% +$72.1K 2.32% 8
2021
Q2
$2.99M Buy
114,864
+1,000
+0.9% +$26K 2.29% 8
2021
Q1
$2.84M Buy
113,864
+7,444
+7% +$185K 2.34% 8
2020
Q4
$2.37M Buy
+106,420
New +$2.37M 2.29% 8