The Wealth Group’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 | $2M | Sell |
79,017
-956
| -1% | -$24.2K | 0.51% | 25 |
|
|
2025
Q1 | $1.87M | Sell |
79,973
-1,288
| -2% | -$30.2K | 0.55% | 23 |
|
|
2024
Q4 | $2.1M | Sell |
81,261
-481
| -0.6% | -$12.4K | 0.61% | 20 |
|
|
2024
Q3 | $2.1M | Sell |
81,742
-602
| -0.7% | -$15.5K | 0.61% | 20 |
|
|
2024
Q2 | $1.95M | Sell |
82,344
-898
| -1% | -$21.3K | 0.59% | 20 |
|
|
2024
Q1 | $1.9M | Hold |
83,242
| – | – | 0.58% | 21 |
|
|
2023
Q4 | $1.9M | Buy |
+83,242
| New | +$1.9M | 0.63% | 22 |
|