SYM Financial Corp’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 | $27.8K | Buy |
+1,098
| New | +$27.8K | ﹤0.01% | 377 |
|
|
2024
Q3 | – | Sell |
-550
| Closed | -$13K | – | 290 |
|
|
2024
Q2 | $13K | Sell |
550
-3,150
| -85% | -$74.7K | ﹤0.01% | 236 |
|
|
2024
Q1 | $91.1K | Sell |
3,700
-7,786
| -68% | -$192K | 0.02% | 109 |
|
|
2023
Q4 | $271K | Sell |
11,486
-1,894
| -14% | -$44.7K | 0.04% | 80 |
|
|
2023
Q3 | $277K | Buy |
13,380
+13,344
| +37,067% | +$276K | 0.05% | 73 |
|
|
2023
Q2 | $788 | Buy |
+36
| New | +$788 | ﹤0.01% | 120 |
|
|
2022
Q4 | – | Sell |
-76
| Closed | -$1K | – | 125 |
|
|
2022
Q3 | $1K | Buy |
+76
| New | +$1K | ﹤0.01% | 99 |
|
|
2020
Q3 | – | Sell |
-308
| Closed | -$5K | – | 91 |
|
|
2020
Q2 | $5K | Buy |
+308
| New | +$5K | ﹤0.01% | 62 |
|
|
2019
Q3 | – | Sell |
-5,632
| Closed | -$101K | – | 70 |
|
|
2019
Q2 | $101K | Hold |
5,632
| – | – | 0.06% | 50 |
|
|
2019
Q1 | $98K | Buy |
+5,632
| New | +$98K | 0.06% | 50 |
|