Adams 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 | $600K | Sell |
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|
2025
Q2 | $4.2M | Buy |
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|
2025
Q1 | $3.8M | Buy |
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|
2024
Q4 | $3.85M | Buy |
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|
2024
Q3 | $3.79M | Buy |
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|
2024
Q2 | $3.28M | Buy |
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|
2024
Q1 | $3.27M | Buy |
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|
2023
Q4 | $3.08M | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $4.87M | Buy |
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|
2023
Q1 | $4.28M | Buy |
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|
2022
Q4 | $2.79M | Sell |
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|
2022
Q3 | $3.08M | Sell |
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|
2022
Q2 | $3.66M | Sell |
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|
2022
Q1 | $21.2M | Buy |
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|
2021
Q4 | $20.8M | Buy |
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|
2021
Q3 | $18.8M | Buy |
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|
2021
Q2 | $15.7M | Buy |
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|
2021
Q1 | $13.4M | Buy |
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|
2020
Q4 | $9.37M | Buy |
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|
2020
Q3 | $5.85M | Sell |
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|
2020
Q2 | $5.63M | Buy |
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|
2020
Q1 | $3.78M | Buy |
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