Strategic Wealth Partners’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 | $26.4K | Buy |
+1,043
| New | +$26.4K | ﹤0.01% | 595 |
|
|
2019
Q4 | – | Sell |
-2,148
| Closed | -$36 | – | 426 |
|
|
2019
Q3 | $36 | Sell |
2,148
-12
| -0.6% | – | ﹤0.01% | 315 |
|
|
2019
Q2 | $38K | Buy |
2,160
+12
| +0.6% | +$211 | 0.02% | 255 |
|
|
2019
Q1 | $38K | Hold |
2,148
| – | – | 0.02% | 266 |
|
|
2018
Q4 | $35K | Hold |
2,148
| – | – | 0.02% | 263 |
|
|
2018
Q3 | $41K | Hold |
2,148
| – | – | 0.02% | 244 |
|
|
2018
Q2 | $40K | Hold |
2,148
| – | – | 0.02% | 272 |
|
|
2018
Q1 | $37K | Hold |
2,148
| – | – | 0.02% | 275 |
|
|
2017
Q4 | $36K | Buy |
+2,148
| New | +$36K | 0.02% | 248 |
|