Vawter Financial’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 |
-12,032
| Closed | -$282K | – | 82 |
|
|
2025
Q1 | $282K | Buy |
12,032
+1,120
| +10% | +$26.2K | 0.16% | 80 |
|
|
2024
Q4 | $282K | Hold |
10,912
| – | – | 0.17% | 79 |
|
|
2024
Q3 | $281K | Hold |
10,912
| – | – | 0.17% | 79 |
|
|
2024
Q2 | $259K | Hold |
10,912
| – | – | 0.18% | 77 |
|
|
2024
Q1 | $269K | Hold |
10,912
| – | – | 0.2% | 70 |
|
|
2023
Q4 | $258K | Buy |
+10,912
| New | +$258K | 0.2% | 64 |
|
|
2023
Q3 | – | Sell |
-10,912
| Closed | -$239K | – | 66 |
|
|
2023
Q2 | $239K | Hold |
10,912
| – | – | 0.21% | 65 |
|
|
2023
Q1 | $229K | Buy |
10,912
+36
| +0.3% | +$755 | 0.23% | 52 |
|
|
2022
Q4 | $220K | Buy |
+10,876
| New | +$220K | 0.26% | 47 |
|