Smartleaf Asset 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 | $93K | Buy |
3,682
+3,074
| +506% | +$77.7K | 0.01% | 890 |
|
2025
Q1 | $14.3K | Buy |
608
+43
| +8% | +$1.01K | ﹤0.01% | 1774 |
|
2024
Q4 | $14.6K | Sell |
565
-459
| -45% | -$11.9K | ﹤0.01% | 1824 |
|
2024
Q3 | $26.3K | Sell |
1,024
-3,542
| -78% | -$91K | ﹤0.01% | 1190 |
|
2024
Q2 | $108K | Sell |
4,566
-5,620
| -55% | -$133K | 0.02% | 552 |
|
2024
Q1 | $250K | Buy |
10,186
+7,672
| +305% | +$188K | 0.05% | 311 |
|
2023
Q4 | $60.2K | Buy |
+2,514
| New | +$60.2K | 0.02% | 513 |
|