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 |
|