Triton Wealth 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 | $386K | Buy |
+14,725
| New | +$386K | 0.16% | 75 |
|
|
2024
Q4 | $334K | Sell |
12,150
-4
| -0% | -$110 | 0.17% | 64 |
|
|
2024
Q3 | $309K | Sell |
12,154
-7,078
| -37% | -$180K | 0.18% | 61 |
|
|
2024
Q2 | $491K | Sell |
19,232
-1,286
| -6% | -$32.8K | 0.29% | 41 |
|
|
2024
Q1 | $477K | Buy |
20,518
+6,382
| +45% | +$148K | 0.33% | 38 |
|
|
2023
Q4 | $323K | Sell |
14,136
-318
| -2% | -$7.26K | 0.21% | 47 |
|
|
2023
Q3 | $296K | Buy |
14,454
+8
| +0.1% | +$164 | 0.2% | 48 |
|
|
2023
Q2 | $327K | Buy |
14,446
+38
| +0.3% | +$861 | 0.18% | 51 |
|
|
2023
Q1 | $311K | Sell |
14,408
-200
| -1% | -$4.32K | 0.19% | 50 |
|
|
2022
Q4 | $317K | Buy |
14,608
+520
| +4% | +$11.3K | 0.19% | 57 |
|
|
2022
Q3 | $283K | Buy |
14,088
+36
| +0.3% | +$723 | 0.17% | 55 |
|
|
2022
Q2 | $303K | Buy |
14,052
+6,776
| +93% | +$146K | 0.21% | 58 |
|
|
2022
Q1 | $336K | Sell |
7,276
-7,276
| -50% | -$336K | 0.17% | 68 |
|
|
2021
Q4 | $336K | Sell |
14,552
-700
| -5% | -$16.2K | 0.17% | 68 |
|
|
2021
Q3 | $393K | Buy |
15,252
+20
| +0.1% | +$515 | 0.19% | 65 |
|
|
2021
Q2 | $388K | Sell |
15,232
-676
| -4% | -$17.2K | 0.22% | 72 |
|
|
2021
Q1 | $402K | Sell |
15,908
-228
| -1% | -$5.76K | 0.27% | 67 |
|
|
2020
Q4 | $360K | Sell |
16,136
-156
| -1% | -$3.48K | 0.23% | 56 |
|
|
2020
Q3 | $290K | Sell |
16,292
-32
| -0.2% | -$570 | 0.24% | 56 |
|
|
2020
Q2 | $278K | Sell |
16,324
-1,332
| -8% | -$22.7K | 0.29% | 56 |
|
|
2020
Q1 | $259K | Buy |
+17,656
| New | +$259K | 0.42% | 48 |
|