Abound Wealth Management’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.77M | Sell |
|
|||||
|
2025
Q2 | $3.43M | Buy |
|
|||||
|
2025
Q1 | $1.7M | Buy |
|
|||||
|
2024
Q4 | $1.78M | Buy |
|
|||||
|
2024
Q3 | $1.71M | Buy |
|
|||||
|
2024
Q2 | $1.57M | Sell |
|
|||||
|
2024
Q1 | $1.66M | Buy |
|
|||||
|
2023
Q4 | $1.54M | Buy |
|
|||||
|
2023
Q3 | $1.07M | Buy |
|
|||||
|
2023
Q2 | $1.12M | Sell |
|
|||||
|
2023
Q1 | $1.08M | Buy |
|
|||||
|
2022
Q4 | $1.02M | Buy |
|
|||||
|
2022
Q3 | $942K | Sell |
|
|||||
|
2022
Q2 | $1.06M | Buy |
|
|||||
|
2022
Q1 | $1.21M | Sell |
|
|||||
|
2021
Q4 | $1.32M | Buy |
|