Vista Capital Partners’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 | $1.63M | Buy |
64,574
+49,309
| +323% | +$1.25M | 0.18% | 28 |
|
|
2025
Q1 | $358K | Sell |
15,265
-1,030
| -6% | -$24.1K | 0.04% | 72 |
|
|
2024
Q4 | $421K | Sell |
16,295
-319
| -2% | -$8.25K | 0.05% | 64 |
|
|
2024
Q3 | $428K | Sell |
16,614
-1,318
| -7% | -$33.9K | 0.05% | 61 |
|
|
2024
Q2 | $425K | Sell |
17,932
-104
| -0.6% | -$2.47K | 0.05% | 52 |
|
|
2024
Q1 | $444K | Sell |
18,036
-13,142
| -42% | -$324K | 0.06% | 50 |
|
|
2023
Q4 | $736K | Sell |
31,178
-1,140
| -4% | -$26.9K | 0.1% | 31 |
|
|
2023
Q3 | $669K | Sell |
32,318
-244
| -0.7% | -$5.05K | 0.1% | 33 |
|
|
2023
Q2 | $713K | Sell |
32,562
-920
| -3% | -$20.1K | 0.1% | 36 |
|
|
2023
Q1 | $702K | Sell |
33,482
-72
| -0.2% | -$1.51K | 0.1% | 37 |
|
|
2022
Q4 | $680K | Buy |
33,554
+12,898
| +62% | +$261K | 0.11% | 36 |
|
|
2022
Q3 | $390K | Sell |
20,656
-1,354
| -6% | -$25.6K | 0.07% | 45 |
|
|
2022
Q2 | $429K | Sell |
22,010
-186
| -0.8% | -$3.63K | 0.07% | 44 |
|
|
2022
Q1 | $526K | Buy |
22,196
+4,940
| +29% | +$117K | 0.07% | 42 |
|
|
2021
Q4 | $442K | Sell |
17,256
-540
| -3% | -$13.8K | 0.06% | 54 |
|
|
2021
Q3 | $445K | Sell |
17,796
-1,780
| -9% | -$44.5K | 0.06% | 47 |
|
|
2021
Q2 | $510K | Sell |
19,576
-348
| -2% | -$9.07K | 0.07% | 43 |
|
|
2021
Q1 | $496K | Buy |
19,924
+144
| +0.7% | +$3.59K | 0.08% | 40 |
|
|
2020
Q4 | $440K | Sell |
19,780
-4,572
| -19% | -$102K | 0.07% | 39 |
|
|
2020
Q3 | $416K | Sell |
24,352
-480
| -2% | -$8.2K | 0.08% | 39 |
|
|
2020
Q2 | $406K | Sell |
24,832
-5,488
| -18% | -$89.7K | 0.08% | 37 |
|
|
2020
Q1 | $390K | Buy |
30,320
+5,188
| +21% | +$66.7K | 0.09% | 36 |
|
|
2019
Q4 | $475K | Sell |
25,132
-2,224
| -8% | -$42K | 0.09% | 40 |
|
|
2019
Q3 | $477K | Sell |
27,356
-2,436
| -8% | -$42.5K | 0.09% | 41 |
|
|
2019
Q2 | $532K | Buy |
29,792
+868
| +3% | +$15.5K | 0.11% | 39 |
|
|
2019
Q1 | $505K | Buy |
28,924
+932
| +3% | +$16.3K | 0.1% | 33 |
|
|
2018
Q4 | $424K | Sell |
27,992
-3,620
| -11% | -$54.8K | 0.1% | 34 |
|
|
2018
Q3 | $602K | Sell |
31,612
-732
| -2% | -$13.9K | 0.12% | 32 |
|
|
2018
Q2 | $594K | Sell |
32,344
-904
| -3% | -$16.6K | 0.13% | 28 |
|
|
2018
Q1 | $575K | Buy |
33,248
+4,352
| +15% | +$75.3K | 0.13% | 27 |
|
|
2017
Q4 | $504K | Buy |
28,896
+2,136
| +8% | +$37.3K | 0.11% | 30 |
|
|
2017
Q3 | $451K | Sell |
26,760
-8
| -0% | -$135 | 0.11% | 29 |
|
|
2017
Q2 | $428K | Sell |
26,768
-2,828
| -10% | -$45.2K | 0.11% | 29 |
|
|
2017
Q1 | $466K | Buy |
29,596
+824
| +3% | +$13K | 0.12% | 28 |
|
|
2016
Q4 | $442K | Buy |
28,772
+1,424
| +5% | +$21.9K | 0.12% | 30 |
|
|
2016
Q3 | $393K | Buy |
27,348
+2,688
| +11% | +$38.6K | 0.11% | 31 |
|
|
2016
Q2 | $333K | Sell |
24,660
-228
| -0.9% | -$3.08K | 0.1% | 25 |
|
|
2016
Q1 | $324K | Sell |
24,888
-2,008
| -7% | -$26.1K | 0.1% | 26 |
|
|
2015
Q4 | $350K | Sell |
26,896
-2,192
| -8% | -$28.5K | 0.11% | 24 |
|
|
2015
Q3 | $369K | Buy |
29,088
+2,608
| +10% | +$33.1K | 0.12% | 22 |
|
|
2015
Q2 | $381K | Buy |
26,480
+328
| +1% | +$4.72K | 0.12% | 24 |
|
|
2015
Q1 | $376K | Sell |
26,152
-3,228
| -11% | -$46.4K | 0.12% | 26 |
|
|
2014
Q4 | $405K | Sell |
29,380
-376
| -1% | -$5.18K | 0.13% | 25 |
|
|
2014
Q3 | $382K | Sell |
29,756
-3,940
| -12% | -$50.6K | 0.13% | 25 |
|
|
2014
Q2 | $462K | Buy |
33,696
+1,728
| +5% | +$23.7K | 0.15% | 22 |
|
|
2014
Q1 | $428K | Buy |
31,968
+1,804
| +6% | +$24.2K | 0.15% | 24 |
|
|
2013
Q4 | $396K | Sell |
30,164
-1,148
| -4% | -$15.1K | 0.14% | 25 |
|
|
2013
Q3 | $377K | Sell |
31,312
-2,472
| -7% | -$29.8K | 0.14% | 24 |
|
|
2013
Q2 | $372K | Buy |
+33,784
| New | +$372K | 0.15% | 23 |
|