Trifecta Capital 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 | $8.26K | Hold |
326
| – | – | ﹤0.01% | 245 |
|
|
2025
Q1 | $7.65K | Hold |
326
| – | – | ﹤0.01% | 224 |
|
|
2024
Q4 | $8.44K | Hold |
326
| – | – | ﹤0.01% | 217 |
|
|
2024
Q3 | $8.42K | Hold |
326
| – | – | ﹤0.01% | 224 |
|
|
2024
Q2 | $7.76K | Hold |
326
| – | – | ﹤0.01% | 228 |
|
|
2024
Q1 | $8.05K | Buy |
326
+200
| +159% | +$4.94K | ﹤0.01% | 213 |
|
|
2023
Q4 | $3K | Hold |
126
| – | – | ﹤0.01% | 285 |
|
|
2023
Q3 | $2.63K | Hold |
126
| – | – | ﹤0.01% | 280 |
|
|
2023
Q2 | $2.78K | Hold |
126
| – | – | ﹤0.01% | 268 |
|
|
2023
Q1 | $2.66K | Sell |
126
-116
| -48% | -$2.45K | ﹤0.01% | 273 |
|
|
2022
Q4 | $4.92K | Buy |
+242
| New | +$4.92K | ﹤0.01% | 221 |
|