Sensible Money’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 | $3.01M | Buy |
118,912
+94
| +0.1% | +$2.38K | 1.14% | 9 |
|
|
2025
Q1 | $2.78M | Buy |
118,818
+547
| +0.5% | +$12.8K | 1.19% | 9 |
|
|
2024
Q4 | $3.06M | Sell |
118,271
-641
| -0.5% | -$16.6K | 1.34% | 9 |
|
|
2024
Q3 | $3.06M | Sell |
118,912
-38
| -0% | -$978 | 1.34% | 9 |
|
|
2024
Q2 | $2.82M | Sell |
118,950
-4,490
| -4% | -$107K | 1.38% | 9 |
|
|
2024
Q1 | $3.04M | Sell |
123,440
-4,196
| -3% | -$103K | 1.63% | 7 |
|
|
2023
Q4 | $3.01M | Sell |
127,636
-250
| -0.2% | -$5.91K | 1.81% | 8 |
|
|
2023
Q3 | $2.65M | Sell |
127,886
-2,728
| -2% | -$56.5K | 1.87% | 7 |
|
|
2023
Q2 | $2.86M | Sell |
130,614
-370
| -0.3% | -$8.1K | 2.08% | 7 |
|
|
2023
Q1 | $2.75M | Sell |
130,984
-2,916
| -2% | -$61.1K | 2.37% | 7 |
|
|
2022
Q4 | $2.71M | Buy |
+133,900
| New | +$2.71M | 2.9% | 7 |
|