Access Financial Services’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 | – | Sell |
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|
2025
Q2 | $277K | Sell |
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|
2025
Q1 | $262K | Buy |
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|
2024
Q4 | $289K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $1.17M | Buy |
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|
2023
Q3 | $1.02M | Buy |
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|
2023
Q2 | $1.07M | Sell |
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|
2023
Q1 | $1.05M | Buy |
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|
2022
Q4 | $567K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $627K | Buy |
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|
2020
Q4 | $533K | Hold |
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|
2020
Q3 | $409K | Sell |
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|
2020
Q2 | $463K | Sell |
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|
2020
Q1 | $597K | Sell |
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|
2019
Q4 | $1.83M | Sell |
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|
2019
Q3 | $1.76M | Sell |
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|
2019
Q2 | $4.67M | Sell |
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|
2019
Q1 | $4.75M | Sell |
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|
2018
Q4 | $4.53M | Sell |
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|
2018
Q3 | $6.44M | Buy |
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|
2018
Q2 | $4.84M | Buy |
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|
2018
Q1 | $4.12M | Sell |
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|
2017
Q4 | $4.28M | Buy |
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|
2017
Q3 | $4.08M | Buy |
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|
2017
Q2 | $3.04M | Buy |
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|
2017
Q1 | $2.57M | Buy |
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|
2016
Q4 | $2.01M | Buy |
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