Sigma Planning Corp’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 | $290K | Buy |
11,466
+2,703
| +31% | +$68.4K | 0.01% | 1005 |
|
|
2025
Q1 | $205K | Buy |
+8,763
| New | +$205K | 0.01% | 1115 |
|
|
2022
Q3 | – | Sell |
-19,288
| Closed | -$376K | – | 1321 |
|
|
2022
Q2 | $376K | Buy |
19,288
+1,474
| +8% | +$28.7K | 0.01% | 872 |
|
|
2022
Q1 | $422K | Buy |
+17,814
| New | +$422K | 0.01% | 906 |
|
|
2019
Q4 | – | Sell |
-14,444
| Closed | -$252K | – | 1076 |
|
|
2019
Q3 | $252K | Sell |
14,444
-29,832
| -67% | -$520K | 0.01% | 829 |
|
|
2019
Q2 | $791K | Buy |
+44,276
| New | +$791K | 0.04% | 404 |
|