Sendero Wealth 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
Q2 | $324K | Hold |
12,800
| – | – | 0.04% | 167 |
|
|
2025
Q1 | $300K | Hold |
12,800
| – | – | 0.04% | 158 |
|
|
2024
Q4 | $331K | Hold |
12,800
| – | – | 0.05% | 146 |
|
|
2024
Q3 | $330K | Hold |
12,800
| – | – | 0.05% | 142 |
|
|
2024
Q2 | $304K | Hold |
12,800
| – | – | 0.05% | 142 |
|
|
2024
Q1 | $315K | Hold |
12,800
| – | – | 0.05% | 142 |
|
|
2023
Q4 | $302K | Hold |
12,800
| – | – | 0.06% | 136 |
|
|
2023
Q3 | $265K | Hold |
12,800
| – | – | 0.06% | 141 |
|
|
2023
Q2 | $280K | Buy |
+12,800
| New | +$280K | 0.06% | 134 |
|