Summit Trail Advisors’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 | $335K | Buy |
+13,242
| New | +$335K | 0.01% | 877 |
|
|
2024
Q4 | – | Sell |
-13,244
| Closed | -$341K | – | 689 |
|
|
2024
Q3 | $341K | Buy |
+13,244
| New | +$341K | 0.01% | 509 |
|
|
2019
Q2 | – | Sell |
-26,992
| Closed | -$472K | – | 87 |
|
|
2019
Q1 | $472K | Buy |
+26,992
| New | +$472K | 0.2% | 46 |
|
|
2018
Q2 | – | Sell |
-26,992
| Closed | -$488K | – | 641 |
|
|
2018
Q1 | $488K | Buy |
+26,992
| New | +$488K | 0.08% | 212 |
|