Sierra Summit Advisors’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 | $351K | Sell |
13,857
-732
| -5% | -$18.5K | 0.06% | 161 |
|
|
2025
Q1 | $342K | Buy |
14,589
+312
| +2% | +$7.31K | 0.07% | 160 |
|
|
2024
Q4 | $369K | Buy |
14,277
+465
| +3% | +$12K | 0.07% | 133 |
|
|
2024
Q3 | $356K | Hold |
13,812
| – | – | 0.08% | 121 |
|
|
2024
Q2 | $328K | Sell |
13,812
-1,058
| -7% | -$25.1K | 0.08% | 125 |
|
|
2024
Q1 | $366K | Buy |
14,870
+1,278
| +9% | +$31.5K | 0.1% | 110 |
|
|
2023
Q4 | $321K | Buy |
+13,592
| New | +$321K | 0.09% | 126 |
|