Salomon & Ludwin’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 | $59.6K | Buy |
2,302
+858
| +59% | +$22.2K | 0.01% | 247 |
|
|
2025
Q1 | $33.8K | Hold |
1,444
| – | – | ﹤0.01% | 293 |
|
|
2024
Q4 | $37.3K | Buy |
1,444
+48
| +3% | +$1.24K | ﹤0.01% | 276 |
|
|
2024
Q3 | $35.9K | Sell |
1,396
-8,990
| -87% | -$231K | ﹤0.01% | 293 |
|
|
2024
Q2 | $246K | Sell |
10,386
-2,560
| -20% | -$60.7K | 0.03% | 141 |
|
|
2024
Q1 | $319K | Buy |
12,946
+9,602
| +287% | +$236K | 0.03% | 152 |
|
|
2023
Q4 | $69.3K | Hold |
3,344
| – | – | 0.01% | 270 |
|
|
2023
Q3 | $69.3K | Buy |
+3,344
| New | +$69.3K | 0.01% | 270 |
|
|
2020
Q2 | – | Sell |
-1,960
| Closed | -$25K | – | 190 |
|
|
2020
Q1 | $25K | Hold |
1,960
| – | – | 0.01% | 127 |
|
|
2019
Q4 | $37K | Hold |
1,960
| – | – | 0.01% | 120 |
|
|
2019
Q3 | $34K | Hold |
1,960
| – | – | 0.01% | 111 |
|
|
2019
Q2 | $35K | Hold |
1,960
| – | – | 0.01% | 103 |
|
|
2019
Q1 | $34K | Hold |
1,960
| – | – | 0.01% | 105 |
|
|
2018
Q4 | $30K | Buy |
+1,960
| New | +$30K | 0.01% | 105 |
|