Wealth 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 | – | Sell |
-11,882
| Closed | -$278K | – | 137 |
|
|
2025
Q1 | $278K | Buy |
11,882
+1,000
| +9% | +$23.4K | 0.18% | 119 |
|
|
2024
Q4 | $281K | Sell |
10,882
-706
| -6% | -$18.2K | 0.18% | 128 |
|
|
2024
Q3 | $298K | Buy |
11,588
+606
| +6% | +$15.6K | 0.2% | 113 |
|
|
2024
Q2 | $261K | Buy |
10,982
+2,680
| +32% | +$63.7K | 0.19% | 123 |
|
|
2024
Q1 | $204K | Buy |
+8,302
| New | +$204K | 0.15% | 146 |
|