United Advisor 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 | $2.72M | Buy |
107,648
+52,315
| +95% | +$1.32M | 0.47% | 58 |
|
|
2025
Q1 | $1.3M | Buy |
55,333
+8,641
| +19% | +$202K | 0.27% | 92 |
|
|
2024
Q4 | $1.21M | Buy |
46,692
+31,942
| +217% | +$826K | 0.24% | 104 |
|
|
2024
Q3 | $380K | Sell |
14,750
-11,378
| -44% | -$293K | 0.09% | 239 |
|
|
2024
Q2 | $620K | Sell |
26,128
-6,642
| -20% | -$158K | 0.19% | 112 |
|
|
2024
Q1 | $807K | Sell |
32,770
-39,358
| -55% | -$969K | 0.3% | 88 |
|
|
2023
Q4 | $1.71M | Buy |
+72,128
| New | +$1.71M | 2.06% | 9 |
|