Acorn Wealth Advisors’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
Q2 | $544K | Buy |
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|
2025
Q1 | $503K | Buy |
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|
2024
Q4 | $554K | Sell |
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|
2024
Q3 | $585K | Sell |
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|
2024
Q2 | $542K | Sell |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $575K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $561K | Sell |
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|
2023
Q1 | $590K | Sell |
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|
2022
Q4 | $570K | Sell |
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|
2022
Q3 | $556K | Sell |
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|
2022
Q2 | $602K | Sell |
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|
2022
Q1 | $754K | Sell |
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|
2021
Q4 | $879K | Buy |
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|
2021
Q3 | $698K | Sell |
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|
2021
Q2 | $746K | Sell |
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|
2021
Q1 | $730K | Buy |
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|
2020
Q4 | $650K | Sell |
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|
2020
Q3 | $520K | Buy |
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|
2020
Q2 | $494K | Buy |
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|
2020
Q1 | $357K | Sell |
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|
2019
Q4 | $754K | Sell |
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|
2019
Q3 | $746K | Sell |
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|
2019
Q2 | $858K | Sell |
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|
2019
Q1 | $1.03M | Sell |
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|
2018
Q4 | $994K | Sell |
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|
2018
Q3 | $1.22M | Buy |
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|
2018
Q2 | $1.27M | Buy |
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|
2018
Q1 | $1.12M | Buy |
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|
2017
Q4 | $972K | Buy |
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