TritonPoint Wealth’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 | $442K | Sell |
17,488
-1,077
| -6% | -$27.2K | 0.04% | 232 |
|
|
2025
Q1 | $435K | Sell |
18,565
-304
| -2% | -$7.12K | 0.04% | 228 |
|
|
2024
Q4 | $488K | Buy |
18,869
+403
| +2% | +$10.4K | 0.04% | 209 |
|
|
2024
Q3 | $475K | Buy |
18,466
+6
| +0% | +$154 | 0.04% | 215 |
|
|
2024
Q2 | $439K | Sell |
18,460
-3,240
| -15% | -$77.1K | 0.04% | 215 |
|
|
2024
Q1 | $390K | Buy |
21,700
+5,204
| +32% | +$93.4K | 0.04% | 230 |
|
|
2023
Q4 | $390K | Buy |
+16,496
| New | +$390K | 0.04% | 241 |
|