Patrick M. Sweeney & Associates’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 | $342K | Sell |
13,107
-553
| -4% | -$14.4K | 0.24% | 105 |
|
|
2025
Q1 | $320K | Buy |
13,660
+1
| +0% | +$23 | 0.24% | 103 |
|
|
2024
Q4 | $353K | Buy |
13,659
+1,003
| +8% | +$25.9K | 0.26% | 98 |
|
|
2024
Q3 | $326K | Buy |
12,656
+2,750
| +28% | +$70.8K | 0.24% | 107 |
|
|
2024
Q2 | $235K | Buy |
9,906
+630
| +7% | +$14.9K | 0.19% | 124 |
|
|
2024
Q1 | $228K | Buy |
9,276
+802
| +9% | +$19.7K | 0.19% | 124 |
|
|
2023
Q4 | $200K | Buy |
+8,474
| New | +$200K | 0.18% | 127 |
|