West Coast Financial’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 |
-19,488
| Closed | -$457K | – | 121 |
|
|
2025
Q1 | $457K | Hold |
19,488
| – | – | 0.05% | 108 |
|
|
2024
Q4 | $504K | Hold |
19,488
| – | – | 0.06% | 106 |
|
|
2024
Q3 | $502K | Buy |
19,488
+5,188
| +36% | +$134K | 0.06% | 104 |
|
|
2024
Q2 | $339K | Hold |
14,300
| – | – | 0.04% | 125 |
|
|
2024
Q1 | $352K | Buy |
14,300
+4,000
| +39% | +$98.5K | 0.04% | 121 |
|
|
2023
Q4 | $243K | Hold |
10,300
| – | – | 0.03% | 145 |
|
|
2023
Q3 | $213K | Hold |
10,300
| – | – | 0.03% | 141 |
|
|
2023
Q2 | $226K | Buy |
+10,300
| New | +$226K | 0.03% | 143 |
|