Sheets Smith 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 | $1.11M | Sell |
43,843
-2,389
| -5% | -$60.4K | 0.13% | 148 |
|
|
2025
Q1 | $1.08M | Buy |
46,232
+904
| +2% | +$21.2K | 0.13% | 147 |
|
|
2024
Q4 | $1.17M | Buy |
45,328
+450
| +1% | +$11.6K | 0.14% | 138 |
|
|
2024
Q3 | $1.16M | Sell |
44,878
-3,870
| -8% | -$99.7K | 0.14% | 142 |
|
|
2024
Q2 | $1.16M | Buy |
48,748
+204
| +0.4% | +$4.84K | 0.14% | 146 |
|
|
2024
Q1 | $1.2M | Sell |
48,544
-153,404
| -76% | -$3.78M | 0.13% | 149 |
|
|
2023
Q4 | $1.16M | Buy |
201,948
+152,588
| +309% | +$878K | 0.17% | 126 |
|
|
2023
Q3 | $1.02M | Buy |
49,360
+1,892
| +4% | +$39.2K | 0.16% | 136 |
|
|
2023
Q2 | $1.04M | Buy |
47,468
+194
| +0.4% | +$4.25K | 0.15% | 134 |
|
|
2023
Q1 | $991K | Buy |
47,274
+246
| +0.5% | +$5.16K | 0.15% | 132 |
|
|
2022
Q4 | $953K | Buy |
47,028
+188
| +0.4% | +$3.81K | 0.15% | 135 |
|
|
2022
Q3 | $885K | Sell |
46,840
-34
| -0.1% | -$642 | 0.15% | 139 |
|
|
2022
Q2 | $914K | Buy |
46,874
+2,636
| +6% | +$51.4K | 0.15% | 140 |
|
|
2022
Q1 | $1.05M | Buy |
44,238
+1,630
| +4% | +$38.6K | 0.14% | 137 |
|
|
2021
Q4 | $1.09M | Sell |
42,608
-6,076
| -12% | -$156K | 0.14% | 144 |
|
|
2021
Q3 | $1.22M | Buy |
48,684
+1,064
| +2% | +$26.6K | 0.17% | 131 |
|
|
2021
Q2 | $1.24M | Buy |
47,620
+11,604
| +32% | +$302K | 0.17% | 133 |
|
|
2021
Q1 | $897K | Buy |
36,016
+5,508
| +18% | +$137K | 0.13% | 148 |
|
|
2020
Q4 | $679K | Buy |
30,508
+2,580
| +9% | +$57.4K | 0.1% | 172 |
|
|
2020
Q3 | $477K | Buy |
27,928
+1,252
| +5% | +$21.4K | 0.08% | 187 |
|
|
2020
Q2 | $436K | Buy |
26,676
+8,192
| +44% | +$134K | 0.09% | 166 |
|
|
2020
Q1 | $238K | Buy |
18,484
+7,048
| +62% | +$90.8K | 0.05% | 230 |
|
|
2019
Q4 | $216K | Buy |
+11,436
| New | +$216K | 0.04% | 305 |
|