Strategic Financial Concepts’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 | $1.8M | Sell |
71,225
-44,823
| -39% | -$1.13M | 0.25% | 55 |
|
|
2025
Q1 | $2.72M | Buy |
116,048
+5,767
| +5% | +$135K | 0.51% | 51 |
|
|
2024
Q4 | $2.85M | Buy |
110,281
+21,279
| +24% | +$550K | 0.55% | 46 |
|
|
2024
Q3 | $2.29M | Sell |
89,002
-4,438,848
| -98% | -$114M | 0.73% | 32 |
|
|
2024
Q2 | $997K | Buy |
4,527,850
+4,391,556
| +3,222% | +$967K | 0.58% | 50 |
|
|
2024
Q1 | $3.36M | Buy |
136,294
+62,526
| +85% | +$1.54M | 0.81% | 36 |
|
|
2023
Q4 | $1.74M | Sell |
73,768
-71,730
| -49% | -$1.69M | 1.03% | 31 |
|
|
2023
Q3 | $3.01M | Sell |
145,498
-18,628
| -11% | -$386K | 1.02% | 31 |
|
|
2023
Q2 | $3.59M | Sell |
164,126
-15,120
| -8% | -$331K | 1.32% | 16 |
|
|
2023
Q1 | $3.76M | Buy |
+179,246
| New | +$3.76M | 1.52% | 16 |
|