PRI
Prepared Retirement Institute’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $326K | Sell |
12,897
-1,660
| -11% | -$42K | 0.19% | 55 |
|
|
2025
Q1 | $341K | Sell |
14,557
-665
| -4% | -$15.6K | 0.22% | 52 |
|
|
2024
Q4 | $394K | Buy |
15,222
+6,736
| +79% | +$174K | 0.22% | 48 |
|
|
2024
Q3 | $437K | Buy |
8,486
+689
| +9% | +$35.5K | 0.26% | 39 |
|
|
2024
Q2 | $370K | Hold |
7,797
| – | – | 0.25% | 45 |
|
|
2024
Q1 | $384K | Sell |
7,797
-456
| -6% | -$22.5K | 0.29% | 39 |
|
|
2023
Q4 | $390K | Buy |
+8,253
| New | +$390K | 0.29% | 51 |
|