Pinnacle 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
Q1 | – | Sell |
-32,540
| Closed | -$841K | – | 72 |
|
|
2024
Q4 | $841K | Buy |
32,540
+7,374
| +29% | +$191K | 0.94% | 31 |
|
|
2024
Q3 | $648K | Buy |
25,166
+10,480
| +71% | +$270K | 0.77% | 31 |
|
|
2024
Q2 | $348K | Buy |
14,686
+1,446
| +11% | +$34.3K | 0.44% | 38 |
|
|
2024
Q1 | $326K | Sell |
13,240
-357,576
| -96% | -$8.8M | 0.34% | 42 |
|
|
2023
Q4 | $8.76M | Buy |
+370,816
| New | +$8.76M | 10.01% | 2 |
|
|
2022
Q1 | – | Sell |
-10,404
| Closed | -$266K | – | 55 |
|
|
2021
Q4 | $266K | Buy |
+10,404
| New | +$266K | 0.23% | 43 |
|