Vise Technologies’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 | $2.18M | Buy |
+86,087
| New | +$2.18M | 0.09% | 238 |
|
|
2024
Q4 | $1.34M | Buy |
51,709
+2,291
| +5% | +$59.2K | 0.11% | 194 |
|
|
2024
Q3 | $1.27M | Buy |
49,418
+4,654
| +10% | +$120K | 0.16% | 130 |
|
|
2024
Q2 | $1.06M | Buy |
44,764
+2,020
| +5% | +$47.9K | 0.19% | 110 |
|
|
2024
Q1 | $1.05M | Buy |
42,744
+1,394
| +3% | +$34.3K | 0.21% | 105 |
|
|
2023
Q4 | $977K | Buy |
41,350
+8,384
| +25% | +$198K | 0.21% | 115 |
|
|
2023
Q3 | $683K | Buy |
32,966
+2,212
| +7% | +$45.8K | 0.17% | 131 |
|
|
2023
Q2 | $674K | Sell |
30,754
-898
| -3% | -$19.7K | 0.16% | 141 |
|
|
2023
Q1 | $664K | Buy |
31,652
+13,686
| +76% | +$287K | 0.17% | 130 |
|
|
2022
Q4 | $364K | Sell |
17,966
-1,418
| -7% | -$28.7K | 0.11% | 197 |
|
|
2022
Q3 | $366K | Sell |
19,384
-8,000
| -29% | -$151K | 0.14% | 178 |
|
|
2022
Q2 | $534K | Buy |
+27,384
| New | +$534K | 0.21% | 120 |
|