YIA
YHB Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $821K | Buy |
32,449
+2,223
| +7% | +$56.2K | 0.06% | 172 |
|
|
2025
Q1 | $708K | Sell |
30,226
-263
| -0.9% | -$6.16K | 0.06% | 176 |
|
|
2024
Q4 | $788K | Buy |
30,489
+14,763
| +94% | +$382K | 0.06% | 162 |
|
|
2024
Q3 | $810K | Buy |
15,726
+722
| +5% | +$37.2K | 0.07% | 162 |
|
|
2024
Q2 | $712K | Sell |
15,004
-520
| -3% | -$24.7K | 0.06% | 172 |
|
|
2024
Q1 | $764K | Sell |
15,524
-1,356
| -8% | -$66.8K | 0.07% | 161 |
|
|
2023
Q4 | $797K | Sell |
16,880
-2,744
| -14% | -$130K | 0.08% | 154 |
|
|
2023
Q3 | $813K | Sell |
19,624
-455
| -2% | -$18.8K | 0.08% | 152 |
|
|
2023
Q2 | $879K | Buy |
20,079
+60
| +0.3% | +$2.63K | 0.08% | 151 |
|
|
2023
Q1 | $839K | Sell |
20,019
-60,538
| -75% | -$2.54M | 0.08% | 150 |
|
|
2022
Q4 | $3.26M | Sell |
80,557
-1,232
| -2% | -$49.9K | 0.35% | 79 |
|
|
2022
Q3 | $3.09M | Sell |
81,789
-10,227
| -11% | -$387K | 0.34% | 76 |
|
|
2022
Q2 | $3.59M | Sell |
92,016
-16,561
| -15% | -$646K | 0.38% | 75 |
|
|
2022
Q1 | $5.14M | Buy |
108,577
+55,665
| +105% | +$2.64M | 0.45% | 63 |
|
|
2021
Q4 | $5.42M | Buy |
52,912
+2,945
| +6% | +$302K | 0.43% | 62 |
|
|
2021
Q3 | $5M | Buy |
49,967
+2,975
| +6% | +$298K | 0.43% | 62 |
|
|
2021
Q2 | $4.9M | Buy |
46,992
+3,087
| +7% | +$322K | 0.42% | 62 |
|
|
2021
Q1 | $4.49M | Buy |
43,905
+4,679
| +12% | +$478K | 0.39% | 70 |
|
|
2020
Q4 | $3.49M | Buy |
39,226
+2,329
| +6% | +$207K | 0.33% | 77 |
|
|
2020
Q3 | $2.52M | Buy |
+36,897
| New | +$2.52M | 0.27% | 85 |
|