PSP
Pacific Sage Partners’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $517K | Sell |
20,428
-80
| -0.4% | -$2.02K | 0.1% | 60 |
|
|
2025
Q1 | $480K | Sell |
20,508
-1,393
| -6% | -$32.6K | 0.11% | 58 |
|
|
2024
Q4 | $566K | Buy |
21,901
+9,705
| +80% | +$251K | 0.13% | 51 |
|
|
2024
Q3 | $628K | Sell |
12,196
-805
| -6% | -$41.5K | 0.15% | 48 |
|
|
2024
Q2 | $617K | Sell |
13,001
-120,418
| -90% | -$5.71M | 0.15% | 46 |
|
|
2024
Q1 | $6.57M | Buy |
133,419
+284
| +0.2% | +$14K | 1.7% | 11 |
|
|
2023
Q4 | $6.29M | Buy |
133,135
+6,947
| +6% | +$328K | 1.72% | 12 |
|
|
2023
Q3 | $5.23M | Sell |
126,188
-84,941
| -40% | -$3.52M | 1.57% | 12 |
|
|
2023
Q2 | $9.25M | Buy |
211,129
+9,094
| +5% | +$398K | 2.74% | 6 |
|
|
2023
Q1 | $8.47M | Sell |
202,035
-1,864
| -0.9% | -$78.2K | 2.73% | 6 |
|
|
2022
Q4 | $8.26M | Buy |
+203,899
| New | +$8.26M | 2.74% | 6 |
|