Seven Mile Advisory’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 | $354K | Hold |
14,000
| – | – | 0.21% | 98 |
|
|
2025
Q1 | $328K | Hold |
14,000
| – | – | 0.22% | 100 |
|
|
2024
Q4 | $362K | Hold |
14,000
| – | – | 0.23% | 85 |
|
|
2024
Q3 | $361K | Hold |
14,000
| – | – | 0.24% | 84 |
|
|
2024
Q2 | $332K | Sell |
14,000
-4,000
| -22% | -$94.9K | 0.24% | 81 |
|
|
2024
Q1 | $443K | Hold |
18,000
| – | – | 0.34% | 62 |
|
|
2023
Q4 | $425K | Hold |
18,000
| – | – | 0.37% | 60 |
|
|
2023
Q3 | $373K | Hold |
18,000
| – | – | 0.39% | 61 |
|
|
2023
Q2 | $394K | Buy |
+18,000
| New | +$394K | 0.46% | 52 |
|