Aberdeen Wealth 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 | $10.1K | Hold |
400
| – | – | 0.01% | 160 |
|
2025
Q1 | $9.37K | Hold |
400
| – | – | 0.01% | 155 |
|
2024
Q4 | $10.3K | Hold |
400
| – | – | 0.01% | 161 |
|
2024
Q3 | $10.3K | Hold |
400
| – | – | 0.01% | 164 |
|
2024
Q2 | $9.49K | Hold |
400
| – | – | 0.01% | 166 |
|
2024
Q1 | $9.85K | Hold |
400
| – | – | 0.01% | 170 |
|
2023
Q4 | $9.45K | Hold |
400
| – | – | 0.01% | 159 |
|
2023
Q3 | $8.28K | Hold |
400
| – | – | 0.01% | 158 |
|
2023
Q2 | $8.76K | Hold |
400
| – | – | 0.01% | 157 |
|
2023
Q1 | $8.39K | Hold |
400
| – | – | 0.01% | 163 |
|
2022
Q4 | $8.1K | Hold |
400
| – | – | 0.01% | 166 |
|
2022
Q3 | $8K | Hold |
400
| – | – | 0.01% | 155 |
|
2022
Q2 | $8K | Hold |
400
| – | – | 0.01% | 161 |
|
2022
Q1 | $9K | Hold |
400
| – | – | 0.01% | 165 |
|
2021
Q4 | $10K | Buy |
+400
| New | +$10K | 0.01% | 158 |
|
2021
Q2 | – | Sell |
-400
| Closed | -$10K | – | 146 |
|
2021
Q1 | $10K | Hold |
400
| – | – | 0.01% | 144 |
|
2020
Q4 | $9K | Buy |
+400
| New | +$9K | 0.01% | 152 |
|