Palouse Capital Management’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 | $172K | Buy |
6,782
+18
| +0.3% | +$455 | 0.11% | 72 |
|
|
2025
Q1 | $158K | Sell |
6,764
-453
| -6% | -$10.6K | 0.11% | 76 |
|
|
2024
Q4 | $187K | Buy |
7,217
+181
| +3% | +$4.68K | 0.12% | 72 |
|
|
2024
Q3 | $181K | Sell |
7,036
-34
| -0.5% | -$876 | 0.11% | 72 |
|
|
2024
Q2 | $168K | Buy |
7,070
+152
| +2% | +$3.61K | 0.11% | 72 |
|
|
2024
Q1 | $170K | Sell |
6,918
-3,450
| -33% | -$84.9K | 0.11% | 79 |
|
|
2023
Q4 | $245K | Sell |
10,368
-178
| -2% | -$4.2K | 0.17% | 65 |
|
|
2023
Q3 | $218K | Sell |
10,546
-1,768
| -14% | -$36.6K | 0.16% | 66 |
|
|
2023
Q2 | $270K | Sell |
12,314
-576
| -4% | -$12.6K | 0.19% | 65 |
|
|
2023
Q1 | $270K | Buy |
12,890
+1,250
| +11% | +$26.2K | 0.18% | 65 |
|
|
2022
Q4 | $5.6M | Buy |
+11,640
| New | +$5.6M | 0.39% | 60 |
|
|
2022
Q1 | – | Sell |
-8,436
| Closed | -$216K | – | 109 |
|
|
2021
Q4 | $216K | Buy |
+8,436
| New | +$216K | 0.09% | 97 |
|
|
2021
Q3 | – | Sell |
-7,948
| Closed | -$207K | – | 100 |
|
|
2021
Q2 | $207K | Buy |
+7,948
| New | +$207K | 0.09% | 95 |
|