WealthShield 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 | $2.69M | Sell |
106,246
-1,039
| -1% | -$26.3K | 0.32% | 90 |
|
|
2025
Q1 | $2.51M | Buy |
107,285
+2,183
| +2% | +$51.1K | 0.32% | 91 |
|
|
2024
Q4 | $2.72M | Buy |
105,102
+740
| +0.7% | +$19.1K | 0.39% | 77 |
|
|
2024
Q3 | $2.69M | Buy |
104,362
+138
| +0.1% | +$3.55K | 0.36% | 80 |
|
|
2024
Q2 | $2.48M | Buy |
104,224
+1,078
| +1% | +$25.7K | 0.38% | 79 |
|
|
2024
Q1 | $2.54M | Buy |
103,146
+4,140
| +4% | +$102K | 0.41% | 72 |
|
|
2023
Q4 | $2.34M | Sell |
99,006
-1,146
| -1% | -$27.1K | 0.38% | 75 |
|
|
2023
Q3 | $2.07M | Buy |
100,152
+386
| +0.4% | +$7.99K | 0.31% | 89 |
|
|
2023
Q2 | $2.18M | Buy |
99,766
+1,898
| +2% | +$41.6K | 0.33% | 78 |
|
|
2023
Q1 | $2.05M | Buy |
97,868
+2,358
| +2% | +$49.4K | 0.33% | 78 |
|
|
2022
Q4 | $1.93M | Buy |
95,510
+5,610
| +6% | +$114K | 0.37% | 72 |
|
|
2022
Q3 | $1.7M | Buy |
89,900
+5,920
| +7% | +$112K | 0.34% | 80 |
|
|
2022
Q2 | $1.64M | Buy |
83,980
+3,844
| +5% | +$74.9K | 0.32% | 79 |
|
|
2022
Q1 | $1.9M | Buy |
+80,136
| New | +$1.9M | 0.3% | 77 |
|
|
2021
Q3 | – | Sell |
-592
| Closed | -$15K | – | 633 |
|
|
2021
Q2 | $15K | Hold |
592
| – | – | ﹤0.01% | 697 |
|
|
2021
Q1 | $15K | Buy |
+592
| New | +$15K | ﹤0.01% | 727 |
|
|
2020
Q4 | – | Sell |
-44
| Closed | -$1K | – | 385 |
|
|
2020
Q3 | $1K | Buy |
+44
| New | +$1K | ﹤0.01% | 382 |
|