Rothschild Investment LLC’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 | $33.4K | Sell |
1,319
-39
| -3% | -$986 | ﹤0.01% | 885 |
|
|
2025
Q1 | $31.8K | Buy |
1,358
+40
| +3% | +$937 | ﹤0.01% | 891 |
|
|
2024
Q4 | $34.1K | Buy |
1,318
+164
| +14% | +$4.24K | ﹤0.01% | 868 |
|
|
2024
Q3 | $29.7K | Buy |
1,154
+454
| +65% | +$11.7K | ﹤0.01% | 910 |
|
|
2024
Q2 | $16.6K | Buy |
700
+520
| +289% | +$12.3K | ﹤0.01% | 1010 |
|
|
2024
Q1 | $4.43K | Hold |
180
| – | – | ﹤0.01% | 1151 |
|
|
2023
Q4 | $4.25K | Buy |
+180
| New | +$4.25K | ﹤0.01% | 1101 |
|