&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 | $581K | Sell |
22,969
-4,671
| -17% | -$118K | ﹤0.01% | 1278 |
|
2025
Q1 | $640K | Buy |
27,640
+1,234
| +5% | +$28.6K | 0.01% | 1021 |
|
2024
Q4 | $693K | Buy |
26,406
+2,934
| +13% | +$77K | 0.01% | 921 |
|
2024
Q3 | $600K | Buy |
23,472
+7,076
| +43% | +$181K | 0.01% | 779 |
|
2024
Q2 | $389K | Buy |
+16,396
| New | +$389K | 0.02% | 627 |
|