Quadcap 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
Q2 | $396K | Hold |
15,656
| – | – | 0.05% | 283 |
|
|
2025
Q1 | $367K | Sell |
15,656
-9,231
| -37% | -$216K | 0.05% | 283 |
|
|
2024
Q4 | $644K | Buy |
24,887
+13,307
| +115% | +$344K | 0.09% | 203 |
|
|
2024
Q3 | $298K | Sell |
11,580
-14,606
| -56% | -$376K | 0.05% | 312 |
|
|
2024
Q2 | $621K | Buy |
26,186
+1,932
| +8% | +$45.8K | 0.11% | 202 |
|
|
2024
Q1 | $597K | Sell |
24,254
-376
| -2% | -$9.26K | 0.14% | 180 |
|
|
2023
Q4 | $582K | Buy |
+24,630
| New | +$582K | 0.15% | 181 |
|