Sebold Capital Management’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 |
-7,831
| Closed | -$203K | – | 76 |
|
|
2024
Q4 | $203K | Sell |
7,831
-341
| -4% | -$8.82K | 0.14% | 70 |
|
|
2024
Q3 | $210K | Sell |
8,172
-282
| -3% | -$7.26K | 0.14% | 66 |
|
|
2024
Q2 | $201K | Sell |
8,454
-828
| -9% | -$19.6K | 0.14% | 71 |
|
|
2024
Q1 | $229K | Hold |
9,282
| – | – | 0.15% | 69 |
|
|
2023
Q4 | $219K | Sell |
9,282
-468
| -5% | -$11.1K | 0.16% | 67 |
|
|
2023
Q3 | $202K | Buy |
9,750
+6
| +0.1% | +$124 | 0.16% | 67 |
|
|
2023
Q2 | $213K | Buy |
9,744
+4
| +0% | +$88 | 0.17% | 63 |
|
|
2023
Q1 | $204K | Buy |
+9,740
| New | +$204K | 0.16% | 66 |
|