Strategic Equity 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 | $831K | Sell |
32,861
-8,066
| -20% | -$204K | 0.31% | 35 |
|
|
2025
Q1 | $959K | Sell |
40,927
-4,196
| -9% | -$98.3K | 0.4% | 25 |
|
|
2024
Q4 | $1.17M | Sell |
45,123
-15,169
| -25% | -$392K | 0.49% | 23 |
|
|
2024
Q3 | $1.55M | Buy |
60,292
+30,336
| +101% | +$781K | 0.74% | 22 |
|
|
2024
Q2 | $711K | Buy |
29,956
+12,432
| +71% | +$295K | 0.46% | 24 |
|
|
2024
Q1 | $431K | Buy |
+17,524
| New | +$431K | 0.36% | 25 |
|