Spectrum Wealth Counsel’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
Q1 | $3.28K | Sell |
140
-236
| -63% | -$5.53K | ﹤0.01% | 259 |
|
|
2024
Q4 | $9.72K | Hold |
376
| – | – | ﹤0.01% | 233 |
|
|
2024
Q3 | $9.68K | Hold |
376
| – | – | ﹤0.01% | 244 |
|
|
2024
Q2 | $8.92K | Sell |
376
-2,440
| -87% | -$57.9K | ﹤0.01% | 292 |
|
|
2024
Q1 | $69.3K | Sell |
2,816
-11,444
| -80% | -$282K | 0.01% | 186 |
|
|
2023
Q4 | $337K | Buy |
+14,260
| New | +$337K | 0.05% | 112 |
|