Westside Investment Management’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 | $74.6K | Buy |
2,948
+700
| +31% | +$17.7K | 0.01% | 388 |
|
|
2025
Q1 | $52.7K | Hold |
2,248
| – | – | 0.01% | 396 |
|
|
2024
Q4 | $58.1K | Hold |
2,248
| – | – | 0.01% | 383 |
|
|
2024
Q3 | $57.9K | Buy |
2,248
+1,464
| +187% | +$37.7K | 0.01% | 379 |
|
|
2024
Q2 | $18.6K | Buy |
784
+392
| +100% | +$9.3K | ﹤0.01% | 563 |
|
|
2024
Q1 | $9.65K | Hold |
392
| – | – | ﹤0.01% | 634 |
|
|
2023
Q4 | $9.26K | Hold |
392
| – | – | ﹤0.01% | 606 |
|
|
2023
Q3 | $8.12K | Hold |
392
| – | – | ﹤0.01% | 622 |
|
|
2023
Q2 | $8.59K | Hold |
392
| – | – | ﹤0.01% | 614 |
|
|
2023
Q1 | $8.22K | Hold |
392
| – | – | ﹤0.01% | 623 |
|
|
2022
Q4 | $7 | Hold |
392
| – | – | ﹤0.01% | 655 |
|
|
2022
Q3 | $7 | Buy |
392
+124
| +46% | +$2 | ﹤0.01% | 651 |
|
|
2022
Q2 | $5 | Hold |
268
| – | – | ﹤0.01% | 689 |
|
|
2022
Q1 | $6 | Hold |
268
| – | – | ﹤0.01% | 668 |
|
|
2021
Q4 | $6 | Hold |
268
| – | – | ﹤0.01% | 650 |
|
|
2021
Q3 | $6 | Hold |
268
| – | – | ﹤0.01% | 634 |
|
|
2021
Q2 | $6 | Hold |
268
| – | – | ﹤0.01% | 623 |
|
|
2021
Q1 | $6 | Buy |
268
+152
| +131% | +$3 | ﹤0.01% | 615 |
|
|
2020
Q4 | $2 | Hold |
116
| – | – | ﹤0.01% | 614 |
|
|
2020
Q3 | $1 | Hold |
116
| – | – | ﹤0.01% | 654 |
|
|
2020
Q2 | $1 | Hold |
116
| – | – | ﹤0.01% | 641 |
|
|
2020
Q1 | $1 | Buy |
+116
| New | +$1 | ﹤0.01% | 654 |
|
|
2019
Q2 | $2 | Buy |
+116
| New | +$2 | ﹤0.01% | 616 |
|