Roble Belko & Company’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 | $1K | Buy |
23
+4
| +21% | +$174 | ﹤0.01% | 391 |
|
2025
Q1 | $0 | Hold |
19
| – | – | ﹤0.01% | 445 |
|
2024
Q4 | $0 | Buy |
19
+1
| +6% | – | ﹤0.01% | 418 |
|
2024
Q3 | $0 | Hold |
18
| – | – | ﹤0.01% | 395 |
|
2024
Q2 | $0 | Buy |
18
+6
| +50% | – | ﹤0.01% | 381 |
|
2024
Q1 | $0 | Buy |
+12
| New | – | ﹤0.01% | 363 |
|
2015
Q2 | – | Sell |
-284
| Closed | -$4K | – | 255 |
|
2015
Q1 | $4K | Buy |
+284
| New | +$4K | ﹤0.01% | 201 |
|