Petra Financial Advisors’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 | $491K | Buy |
19,408
+2,438
| +14% | +$61.7K | 0.31% | 86 |
|
|
2025
Q1 | $398K | Sell |
16,970
-115,184
| -87% | -$2.7M | 0.33% | 68 |
|
|
2024
Q4 | $3.42M | Buy |
132,154
+3,066
| +2% | +$79.3K | 2.32% | 9 |
|
|
2024
Q3 | $3.32M | Buy |
129,088
+3,552
| +3% | +$91.5K | 2.19% | 10 |
|
|
2024
Q2 | $2.98M | Buy |
125,536
+2,486
| +2% | +$59K | 2.14% | 11 |
|
|
2024
Q1 | $3.01M | Sell |
123,050
-1,524
| -1% | -$37.3K | 2.21% | 11 |
|
|
2023
Q4 | $2.94M | Sell |
124,574
-240
| -0.2% | -$5.67K | 2.46% | 8 |
|
|
2023
Q3 | $2.58M | Buy |
124,814
+12,428
| +11% | +$257K | 2.16% | 10 |
|
|
2023
Q2 | $2.46M | Buy |
112,386
+96,140
| +592% | +$2.11M | 2.2% | 10 |
|
|
2023
Q1 | $341K | Sell |
16,246
-115,490
| -88% | -$2.42M | 0.34% | 55 |
|
|
2022
Q4 | $2.67M | Buy |
+131,736
| New | +$2.67M | 2.94% | 7 |
|