William Howard & Co Financial Advisors’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 | $289K | Buy |
11,411
+37
| +0.3% | +$936 | 0.25% | 43 |
|
|
2025
Q1 | $266K | Buy |
11,374
+27
| +0.2% | +$633 | 0.25% | 41 |
|
|
2024
Q4 | $293K | Sell |
11,347
-113
| -1% | -$2.92K | 0.27% | 39 |
|
|
2024
Q3 | $295K | Buy |
11,460
+76
| +0.7% | +$1.96K | 0.25% | 39 |
|
|
2024
Q2 | $270K | Hold |
11,384
| – | – | 0.25% | 37 |
|
|
2024
Q1 | $280K | Buy |
+11,384
| New | +$280K | 0.26% | 35 |
|