Perissos Private Wealth 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 | $331K | Buy |
13,064
+22
| +0.2% | +$557 | 0.26% | 55 |
|
|
2025
Q1 | $306K | Sell |
13,042
-933
| -7% | -$21.9K | 0.28% | 56 |
|
|
2024
Q4 | $361K | Buy |
13,975
+1,037
| +8% | +$26.8K | 0.27% | 62 |
|
|
2024
Q3 | $333K | Sell |
12,938
-2,672
| -17% | -$68.8K | 0.27% | 62 |
|
|
2024
Q2 | $370K | Sell |
15,610
-4,756
| -23% | -$113K | 0.33% | 57 |
|
|
2024
Q1 | $501K | Buy |
+20,366
| New | +$501K | 0.45% | 48 |
|