Riversedge 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
Q2 | $5.02M | Sell |
198,224
-94,821
| -32% | -$2.4M | 0.98% | 19 |
|
|
2025
Q1 | $6.87M | Sell |
293,045
-352,573
| -55% | -$8.26M | 1.53% | 16 |
|
|
2024
Q4 | $16.7M | Sell |
645,618
-5,150
| -0.8% | -$133K | 3.77% | 10 |
|
|
2024
Q3 | $16.8M | Buy |
650,768
+10,654
| +2% | +$274K | 3.8% | 11 |
|
|
2024
Q2 | $15.2M | Sell |
640,114
-13,658
| -2% | -$324K | 3.7% | 11 |
|
|
2024
Q1 | $16.1M | Sell |
653,772
-20,186
| -3% | -$497K | 3.97% | 8 |
|
|
2023
Q4 | $15.9M | Buy |
673,958
+121,090
| +22% | +$2.86M | 4.36% | 8 |
|
|
2023
Q3 | $11.4M | Sell |
552,868
-4,162
| -0.7% | -$86.2K | 3.38% | 11 |
|
|
2023
Q2 | $12.2M | Buy |
557,030
+73,790
| +15% | +$1.62M | 3.35% | 11 |
|
|
2023
Q1 | $10.1M | Buy |
483,240
+83,494
| +21% | +$1.75M | 2.95% | 11 |
|
|
2022
Q4 | $8.1M | Buy |
399,746
+10,226
| +3% | +$207K | 2.62% | 10 |
|
|
2022
Q3 | $7.36M | Sell |
389,520
-84,218
| -18% | -$1.59M | 2.66% | 10 |
|
|
2022
Q2 | $9.24M | Buy |
473,738
+26,826
| +6% | +$523K | 3.43% | 9 |
|
|
2022
Q1 | $10.6M | Buy |
446,912
+49,756
| +13% | +$1.18M | 3.44% | 8 |
|
|
2021
Q4 | $10.2M | Buy |
397,156
+18,620
| +5% | +$477K | 3.22% | 8 |
|
|
2021
Q3 | $9.47M | Buy |
378,536
+20,252
| +6% | +$507K | 3.25% | 8 |
|
|
2021
Q2 | $9.33M | Buy |
358,284
+2,336
| +0.7% | +$60.8K | 3.41% | 8 |
|
|
2021
Q1 | $8.87M | Sell |
355,948
-32,288
| -8% | -$805K | 3.79% | 8 |
|
|
2020
Q4 | $8.64M | Buy |
388,236
+6,820
| +2% | +$152K | 4% | 8 |
|
|
2020
Q3 | $6.52M | Buy |
381,416
+21,072
| +6% | +$360K | 3.45% | 9 |
|
|
2020
Q2 | $5.89M | Buy |
360,344
+142,844
| +66% | +$2.33M | 3.44% | 8 |
|
|
2020
Q1 | $2.8M | Buy |
217,500
+34,300
| +19% | +$442K | 2.48% | 11 |
|
|
2019
Q4 | $3.46M | Buy |
183,200
+20,908
| +13% | +$395K | 4.1% | 9 |
|
|
2019
Q3 | $2.74M | Hold |
162,292
| – | – | 3.85% | 9 |
|
|
2019
Q2 | $2.74M | Buy |
+162,292
| New | +$2.74M | 3.85% | 9 |
|