Rise Advisors’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
Q1 | – | Sell |
-406
| Closed | -$10.5K | – | 1557 |
|
|
2024
Q4 | $10.5K | Buy |
406
+2
| +0.5% | +$52 | 0.01% | 973 |
|
|
2024
Q3 | $10.4K | Buy |
404
+4
| +1% | +$103 | 0.01% | 1000 |
|
|
2024
Q2 | $9.51K | Hold |
400
| – | – | 0.01% | 1029 |
|
|
2024
Q1 | $9.87K | Hold |
400
| – | – | 0.01% | 1049 |
|
|
2023
Q4 | $9.45K | Buy |
+400
| New | +$9.45K | 0.01% | 320 |
|