RBA 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 | $303K | Buy |
11,966
+642
| +6% | +$16.2K | 0.11% | 80 |
|
|
2025
Q1 | $265K | Buy |
11,324
+155
| +1% | +$3.63K | 0.11% | 80 |
|
|
2024
Q4 | $289K | Sell |
11,169
-571
| -5% | -$14.8K | 0.11% | 77 |
|
|
2024
Q3 | $302K | Sell |
11,740
-36
| -0.3% | -$927 | 0.12% | 72 |
|
|
2024
Q2 | $279K | Buy |
11,776
+660
| +6% | +$15.7K | 0.11% | 77 |
|
|
2024
Q1 | $274K | Buy |
11,116
+322
| +3% | +$7.93K | 0.11% | 79 |
|
|
2023
Q4 | $255K | Buy |
10,794
+266
| +3% | +$6.28K | 0.11% | 79 |
|
|
2023
Q3 | $218K | Buy |
10,528
+118
| +1% | +$2.44K | 0.1% | 82 |
|
|
2023
Q2 | $228K | Sell |
10,410
-1,240
| -11% | -$27.2K | 0.11% | 86 |
|
|
2023
Q1 | $244K | Buy |
11,650
+1,760
| +18% | +$36.9K | 0.12% | 81 |
|
|
2022
Q4 | $200K | Buy |
+9,890
| New | +$200K | 0.11% | 88 |
|