Valley Wealth Managers’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 | – | Sell |
-54
| Closed | -$1.27K | – | 372 |
|
|
2025
Q1 | $1.27K | Hold |
54
| – | – | ﹤0.01% | 332 |
|
|
2024
Q4 | $1.4K | Hold |
54
| – | – | ﹤0.01% | 358 |
|
|
2024
Q3 | $1.39K | Buy |
+54
| New | +$1.39K | ﹤0.01% | 361 |
|
|
2024
Q2 | – | Hold |
0
| – | -$7 | – | 402 |
|
|
2024
Q1 | – | Hold |
0
| – | – | – | 326 |
|
|
2023
Q1 | – | Hold |
0
| – | – | – | 450 |
|
|
2022
Q4 | – | Hold |
0
| – | – | – | 468 |
|
|
2022
Q3 | – | Sell |
-512
| Closed | -$10K | – | 485 |
|
|
2022
Q2 | $10K | Buy |
+512
| New | +$10K | ﹤0.01% | 331 |
|