Richardson Capital 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 | $172K | Buy |
6,804
+22
| +0.3% | +$557 | 0.09% | 42 |
|
|
2025
Q1 | $159K | Sell |
6,782
-2,259
| -25% | -$52.9K | 0.1% | 40 |
|
|
2024
Q4 | $234K | Sell |
9,041
-2,625
| -23% | -$67.9K | 0.15% | 30 |
|
|
2024
Q3 | $300K | Buy |
11,666
+80
| +0.7% | +$2.06K | 0.21% | 24 |
|
|
2024
Q2 | $275K | Sell |
11,586
-78
| -0.7% | -$1.85K | 0.21% | 27 |
|
|
2024
Q1 | $287K | Buy |
11,664
+2,776
| +31% | +$68.3K | 0.23% | 24 |
|
|
2023
Q4 | $210K | Buy |
+8,888
| New | +$210K | 0.2% | 18 |
|