Principal Securities’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 | $517K | Buy |
20,451
+1,132
| +6% | +$28.6K | 0.01% | 841 |
|
|
2025
Q1 | $500K | Buy |
19,319
+20
| +0.1% | +$517 | 0.01% | 772 |
|
|
2024
Q4 | $499K | Buy |
19,299
+2,491
| +15% | +$64.4K | 0.01% | 769 |
|
|
2024
Q3 | $433K | Buy |
16,808
+908
| +6% | +$23.4K | 0.01% | 810 |
|
|
2024
Q2 | $377K | Buy |
15,900
+920
| +6% | +$21.8K | 0.01% | 804 |
|
|
2024
Q1 | $369K | Sell |
14,980
-428
| -3% | -$10.5K | 0.01% | 783 |
|
|
2023
Q4 | $364K | Buy |
+15,408
| New | +$364K | 0.01% | 731 |
|