Total Investment Management’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 | $237K | Sell |
9,378
-41
| -0.4% | -$1.04K | 0.03% | 63 |
|
|
2025
Q1 | $221K | Buy |
9,419
+1,272
| +16% | +$29.8K | 0.03% | 65 |
|
|
2024
Q4 | $211K | Buy |
+8,147
| New | +$211K | 0.03% | 70 |
|
|
2022
Q2 | – | Sell |
-8,452
| Closed | -$200K | – | 74 |
|
|
2022
Q1 | $200K | Buy |
8,452
+120
| +1% | +$2.84K | 0.04% | 67 |
|
|
2021
Q4 | $213K | Sell |
8,332
-372
| -4% | -$9.51K | 0.04% | 71 |
|
|
2021
Q3 | $218K | Buy |
8,704
+532
| +7% | +$13.3K | 0.05% | 53 |
|
|
2021
Q2 | $213K | Buy |
+8,172
| New | +$213K | 0.04% | 55 |
|