Stone Summit Wealth’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 | $519K | Buy |
20,529
+4,987
| +32% | +$126K | 0.16% | 99 |
|
|
2025
Q1 | $364K | Buy |
15,542
+879
| +6% | +$20.6K | 0.12% | 113 |
|
|
2024
Q4 | $379K | Sell |
14,663
-1,383
| -9% | -$35.8K | 0.13% | 113 |
|
|
2024
Q3 | $413K | Hold |
16,046
| – | – | 0.13% | 112 |
|
|
2024
Q2 | $381K | Sell |
16,046
-60
| -0.4% | -$1.42K | 0.14% | 110 |
|
|
2024
Q1 | $397K | Buy |
16,106
+2,850
| +21% | +$70.2K | 0.14% | 113 |
|
|
2023
Q4 | $313K | Buy |
+13,256
| New | +$313K | 0.12% | 120 |
|