Wealthfront Advisers’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 | $3.85M | Sell |
152,013
-17,997
| -11% | -$455K | 0.01% | 428 |
|
|
2025
Q1 | $3.98M | Buy |
170,010
+29,075
| +21% | +$681K | 0.01% | 398 |
|
|
2024
Q4 | $3.64M | Buy |
140,935
+14,339
| +11% | +$371K | 0.01% | 395 |
|
|
2024
Q3 | $3.26M | Buy |
126,596
+22,166
| +21% | +$571K | 0.01% | 394 |
|
|
2024
Q2 | $2.48M | Sell |
104,430
-5,626
| -5% | -$133K | 0.01% | 434 |
|
|
2024
Q1 | $2.71M | Buy |
110,056
+20,062
| +22% | +$494K | 0.01% | 411 |
|
|
2023
Q4 | $2.13M | Buy |
89,994
+604
| +0.7% | +$14.3K | 0.01% | 450 |
|
|
2023
Q3 | $1.85M | Sell |
89,390
-7,810
| -8% | -$162K | 0.01% | 434 |
|
|
2023
Q2 | $2.13M | Buy |
97,200
+2,448
| +3% | +$53.6K | 0.01% | 403 |
|
|
2023
Q1 | $1.99M | Buy |
94,752
+4,214
| +5% | +$88.3K | 0.01% | 413 |
|
|
2022
Q4 | $1.83M | Buy |
90,538
+938
| +1% | +$19K | 0.01% | 424 |
|
|
2022
Q3 | $1.69M | Buy |
89,600
+27,338
| +44% | +$517K | 0.01% | 400 |
|
|
2022
Q2 | $1.21M | Buy |
62,262
+10,558
| +20% | +$206K | 0.01% | 463 |
|
|
2022
Q1 | $1.22M | Buy |
51,704
+23,572
| +84% | +$558K | 0.01% | 496 |
|
|
2021
Q4 | $720K | Sell |
28,132
-46,968
| -63% | -$1.2M | ﹤0.01% | 537 |
|
|
2021
Q3 | $1.88M | Buy |
75,100
+28,192
| +60% | +$705K | 0.01% | 363 |
|
|
2021
Q2 | $1.22M | Buy |
+46,908
| New | +$1.22M | 0.01% | 405 |
|