Veery Capital’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 | $251K | Sell |
9,933
-2,319
| -19% | -$58.7K | 0.09% | 74 |
|
|
2025
Q1 | $287K | Sell |
12,252
-5,450
| -31% | -$128K | 0.11% | 57 |
|
|
2024
Q4 | $458K | Sell |
17,702
-77,310
| -81% | -$2M | 0.18% | 49 |
|
|
2024
Q3 | $2.45M | Sell |
95,012
-186,850
| -66% | -$4.81M | 0.92% | 18 |
|
|
2024
Q2 | $6.69M | Sell |
281,862
-7,180
| -2% | -$170K | 2.71% | 10 |
|
|
2024
Q1 | $7.12M | Buy |
289,042
+15,208
| +6% | +$374K | 2.92% | 9 |
|
|
2023
Q4 | $6.47M | Buy |
273,834
+6,254
| +2% | +$148K | 2.9% | 9 |
|
|
2023
Q3 | $5.54M | Buy |
267,580
+10,964
| +4% | +$227K | 2.7% | 9 |
|
|
2023
Q2 | $5.62M | Buy |
256,616
+21,762
| +9% | +$477K | 2.65% | 9 |
|
|
2023
Q1 | $4.92M | Buy |
234,854
+30,340
| +15% | +$636K | 2.63% | 9 |
|
|
2022
Q4 | $4.14M | Buy |
204,514
+17,666
| +9% | +$358K | 2.45% | 9 |
|
|
2022
Q3 | $3.53M | Buy |
186,848
+10,258
| +6% | +$194K | 2.26% | 10 |
|
|
2022
Q2 | $3.44M | Buy |
176,590
+3,232
| +2% | +$63K | 2.12% | 10 |
|
|
2022
Q1 | $4.11M | Sell |
173,358
-29,070
| -14% | -$688K | 2.27% | 10 |
|
|
2021
Q4 | $5.18M | Buy |
202,428
+40,652
| +25% | +$1.04M | 2.72% | 9 |
|
|
2021
Q3 | $4.05M | Buy |
161,776
+4,104
| +3% | +$103K | 2.3% | 10 |
|
|
2021
Q2 | $4.11M | Buy |
157,672
+5,760
| +4% | +$150K | 2.39% | 10 |
|
|
2021
Q1 | $3.79M | Sell |
151,912
-41,188
| -21% | -$1.03M | 2.39% | 10 |
|
|
2020
Q4 | $4.3M | Buy |
+193,100
| New | +$4.3M | 2.9% | 10 |
|