Prospera Financial Services’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 | $447K | Buy |
17,681
+7,656
| +76% | +$194K | 0.01% | 951 |
|
|
2025
Q1 | $235K | Sell |
10,025
-4,976
| -33% | -$117K | 0.01% | 1071 |
|
|
2024
Q4 | $388K | Buy |
15,001
+4,701
| +46% | +$122K | 0.01% | 826 |
|
|
2024
Q3 | $265K | Buy |
+10,300
| New | +$265K | 0.01% | 961 |
|
|
2022
Q3 | – | Sell |
-788
| Closed | -$15K | – | 1450 |
|
|
2022
Q2 | $15K | Buy |
788
+4
| +0.5% | +$76 | ﹤0.01% | 1264 |
|
|
2022
Q1 | $19K | Buy |
+784
| New | +$19K | ﹤0.01% | 1758 |
|
|
2020
Q4 | – | Sell |
-744
| Closed | -$13K | – | 1396 |
|
|
2020
Q3 | $13K | Buy |
+744
| New | +$13K | 0.01% | 1040 |
|