Stokes Family Office’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 | $253K | Hold |
9,996
| – | – | 0.03% | 209 |
|
|
2025
Q1 | $234K | Hold |
9,996
| – | – | 0.03% | 214 |
|
|
2024
Q4 | $258K | Buy |
9,996
+116
| +1% | +$3K | 0.03% | 204 |
|
|
2024
Q3 | $254K | Buy |
+9,880
| New | +$254K | 0.03% | 201 |
|
|
2022
Q4 | – | Sell |
-25,316
| Closed | -$478K | – | 293 |
|
|
2022
Q3 | $478K | Buy |
25,316
+72
| +0.3% | +$1.36K | 0.07% | 160 |
|
|
2022
Q2 | $492K | Sell |
25,244
-9,634
| -28% | -$188K | 0.07% | 165 |
|
|
2022
Q1 | $826K | Buy |
+34,878
| New | +$826K | 0.11% | 119 |
|