Skyline 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 | – | Sell |
-13,830
| Closed | -$324K | – | 98 |
|
|
2025
Q1 | $324K | Buy |
13,830
+796
| +6% | +$18.7K | 0.13% | 66 |
|
|
2024
Q4 | $337K | Sell |
13,034
-2,342
| -15% | -$60.6K | 0.13% | 65 |
|
|
2024
Q3 | $396K | Buy |
15,376
+84
| +0.5% | +$2.16K | 0.16% | 57 |
|
|
2024
Q2 | $363K | Sell |
15,292
-32
| -0.2% | -$759 | 0.16% | 58 |
|
|
2024
Q1 | $377K | Sell |
15,324
-460
| -3% | -$11.3K | 0.17% | 54 |
|
|
2023
Q4 | $373K | Buy |
+15,784
| New | +$373K | 0.18% | 49 |
|