VCM
Vision Capital Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.89M | Sell |
114,052
-573
| -0.5% | -$14.5K | 0.38% | 53 |
|
|
2025
Q1 | $2.69M | Sell |
114,625
-939
| -0.8% | -$22K | 0.39% | 51 |
|
|
2024
Q4 | $2.99M | Buy |
115,564
+57,468
| +99% | +$1.49M | 0.44% | 45 |
|
|
2024
Q3 | $2.99M | Sell |
58,096
-458
| -0.8% | -$23.6K | 0.42% | 48 |
|
|
2024
Q2 | $2.78M | Sell |
58,554
-431
| -0.7% | -$20.5K | 0.41% | 49 |
|
|
2024
Q1 | $2.9M | Sell |
58,985
-71
| -0.1% | -$3.5K | 0.43% | 50 |
|
|
2023
Q4 | $2.79M | Sell |
59,056
-532
| -0.9% | -$25.1K | 0.43% | 49 |
|
|
2023
Q3 | $2.47M | Sell |
59,588
-310
| -0.5% | -$12.8K | 0.45% | 50 |
|
|
2023
Q2 | $2.62M | Sell |
59,898
-3,445
| -5% | -$151K | 0.45% | 49 |
|
|
2023
Q1 | $2.66M | Sell |
63,343
-3,309
| -5% | -$139K | 0.48% | 47 |
|
|
2022
Q4 | $2.7M | Sell |
66,652
-503
| -0.7% | -$20.4K | 0.52% | 43 |
|
|
2022
Q3 | $2.54M | Sell |
67,155
-215
| -0.3% | -$8.13K | 0.52% | 42 |
|
|
2022
Q2 | $2.63M | Sell |
67,370
-2,012
| -3% | -$78.5K | 0.5% | 46 |
|
|
2022
Q1 | $3.29M | Buy |
69,382
+34,626
| +100% | +$1.64M | 0.54% | 44 |
|
|
2021
Q4 | $3.56M | Sell |
34,756
-405
| -1% | -$41.5K | 0.53% | 43 |
|
|
2021
Q3 | $3.52M | Sell |
35,161
-60
| -0.2% | -$6.01K | 0.57% | 43 |
|
|
2021
Q2 | $3.67M | Sell |
35,221
-9
| -0% | -$938 | 0.61% | 43 |
|
|
2021
Q1 | $3.51M | Sell |
35,230
-13
| -0% | -$1.3K | 0.62% | 43 |
|
|
2020
Q4 | $3.14M | Buy |
35,243
+65
| +0.2% | +$5.79K | 0.58% | 46 |
|
|
2020
Q3 | $2.4M | Sell |
35,178
-951
| -3% | -$65K | 0.5% | 47 |
|
|
2020
Q2 | $2.36M | Buy |
+36,129
| New | +$2.36M | 0.54% | 45 |
|