Voisard Asset Management Group’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 | $677K | Sell |
26,749
-420
| -2% | -$10.6K | 0.17% | 50 |
|
|
2025
Q1 | $637K | Sell |
27,169
-903
| -3% | -$21.2K | 0.19% | 45 |
|
|
2024
Q4 | $726K | Sell |
28,072
-6,682
| -19% | -$173K | 0.24% | 40 |
|
|
2024
Q3 | $895K | Sell |
34,754
-794
| -2% | -$20.4K | 0.37% | 26 |
|
|
2024
Q2 | $843K | Sell |
35,548
-520
| -1% | -$12.3K | 0.41% | 19 |
|
|
2024
Q1 | $888K | Sell |
36,068
-84
| -0.2% | -$2.07K | 0.5% | 18 |
|
|
2023
Q4 | $854K | Buy |
+36,152
| New | +$854K | 0.51% | 17 |
|