1IA
1834 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 | $2.39M | Buy |
94,480
+46
| +0% | +$1.16K | 0.3% | 75 |
|
|
2025
Q1 | $2.21M | Buy |
94,434
+16,051
| +20% | +$376K | 0.28% | 78 |
|
|
2024
Q4 | $2.03M | Buy |
78,383
+33,598
| +75% | +$869K | 0.26% | 82 |
|
|
2024
Q3 | $2.31M | Buy |
+44,785
| New | +$2.31M | 0.27% | 82 |
|
|
2022
Q3 | – | Sell |
-36
| Closed | -$1K | – | 403 |
|
|
2022
Q2 | $1K | Sell |
36
-2
| -5% | -$56 | ﹤0.01% | 467 |
|
|
2022
Q1 | $2K | Buy |
38
+19
| +100% | +$1K | ﹤0.01% | 420 |
|
|
2021
Q4 | $2K | Hold |
19
| – | – | ﹤0.01% | 445 |
|
|
2021
Q3 | $2K | Hold |
19
| – | – | ﹤0.01% | 461 |
|
|
2021
Q2 | $2K | Hold |
19
| – | – | ﹤0.01% | 481 |
|
|
2021
Q1 | $2K | Sell |
19
-19
| -50% | -$2K | ﹤0.01% | 453 |
|
|
2020
Q4 | $3K | Sell |
38
-28
| -42% | -$2.21K | ﹤0.01% | 429 |
|
|
2020
Q3 | $5K | Sell |
66
-15
| -19% | -$1.14K | ﹤0.01% | 386 |
|
|
2020
Q2 | $5K | Hold |
81
| – | – | ﹤0.01% | 383 |
|
|
2020
Q1 | $4K | Sell |
81
-41
| -34% | -$2.03K | ﹤0.01% | 375 |
|
|
2019
Q4 | $9K | Hold |
122
| – | – | ﹤0.01% | 391 |
|
|
2019
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 389 |
|
|
2019
Q2 | $9K | Sell |
122
-62
| -34% | -$4.57K | ﹤0.01% | 380 |
|
|
2019
Q1 | $13K | Buy |
184
+62
| +51% | +$4.38K | ﹤0.01% | 343 |
|
|
2018
Q4 | $7K | Hold |
122
| – | – | ﹤0.01% | 372 |
|
|
2018
Q3 | $9K | Hold |
122
| – | – | ﹤0.01% | 364 |
|
|
2018
Q2 | $9K | Hold |
122
| – | – | ﹤0.01% | 375 |
|
|
2018
Q1 | $8K | Buy |
+122
| New | +$8K | ﹤0.01% | 395 |
|