Rede Wealth’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 | $1.13M | Buy |
44,749
+897
| +2% | +$22.7K | 0.41% | 26 |
|
|
2025
Q1 | $1.03M | Buy |
43,852
+2,020
| +5% | +$47.3K | 0.36% | 29 |
|
|
2024
Q4 | $1.08M | Buy |
41,832
+524
| +1% | +$13.6K | 0.41% | 26 |
|
|
2024
Q3 | $1.06M | Sell |
41,308
-484
| -1% | -$12.5K | 0.41% | 28 |
|
|
2024
Q2 | $992K | Buy |
41,792
+1,338
| +3% | +$31.7K | 0.91% | 26 |
|
|
2024
Q1 | $996K | Buy |
40,454
+8,276
| +26% | +$204K | 0.42% | 29 |
|
|
2023
Q4 | $760K | Buy |
+32,178
| New | +$760K | 0.36% | 33 |
|