Spire Wealth 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 | $166K | Sell |
6,551
-5,133
| -44% | -$130K | 0.01% | 813 |
|
|
2025
Q1 | $274K | Sell |
11,684
-2,309
| -17% | -$54.1K | 0.01% | 739 |
|
|
2024
Q4 | $362K | Buy |
13,993
+297
| +2% | +$7.68K | 0.01% | 657 |
|
|
2024
Q3 | $353K | Sell |
13,696
-1,088
| -7% | -$28K | 0.01% | 600 |
|
|
2024
Q2 | $351K | Sell |
14,784
-38,822
| -72% | -$921K | 0.01% | 572 |
|
|
2024
Q1 | $1.32M | Buy |
53,606
+3,144
| +6% | +$77.4K | 0.02% | 312 |
|
|
2023
Q4 | $1.15M | Buy |
50,462
+3,492
| +7% | +$79.5K | 0.04% | 335 |
|
|
2023
Q3 | $973K | Buy |
46,970
+502
| +1% | +$10.4K | 0.04% | 334 |
|
|
2023
Q2 | $1.02M | Sell |
46,468
-2,092
| -4% | -$45.8K | 0.04% | 348 |
|
|
2023
Q1 | $1.02M | Buy |
48,560
+38,846
| +400% | +$814K | 0.04% | 338 |
|
|
2022
Q4 | $197K | Buy |
9,714
+2,534
| +35% | +$51.4K | 0.01% | 565 |
|
|
2022
Q3 | $136K | Sell |
7,180
-10,156
| -59% | -$192K | 0.01% | 618 |
|
|
2022
Q2 | $338K | Sell |
17,336
-79,262
| -82% | -$1.55M | 0.01% | 593 |
|
|
2022
Q1 | $2.31M | Buy |
96,598
+25,702
| +36% | +$615K | 0.06% | 246 |
|
|
2021
Q4 | $1.82M | Sell |
70,896
-116
| -0.2% | -$2.97K | 0.04% | 328 |
|
|
2021
Q3 | $1.78M | Sell |
71,012
-3,392
| -5% | -$84.9K | 0.05% | 307 |
|
|
2021
Q2 | $1.94M | Buy |
74,404
+5,940
| +9% | +$155K | 0.05% | 293 |
|
|
2021
Q1 | $1.71M | Buy |
+68,464
| New | +$1.71M | 0.05% | 317 |
|