STA
Smith Thornton Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $2.58M | Buy |
101,946
+2,088
| +2% | +$52.8K | 1.48% | 23 |
|
2025
Q1 | $2.34M | Buy |
99,858
+47,068
| +89% | +$1.1M | 1.46% | 23 |
|
2024
Q4 | $1.37M | Buy |
52,790
+28,952
| +121% | +$749K | 0.86% | 40 |
|
2024
Q3 | $1.23M | Sell |
23,838
-12
| -0.1% | -$618 | 0.81% | 46 |
|
2024
Q2 | $1.13M | Buy |
+23,850
| New | +$1.13M | 0.83% | 40 |
|