Addison 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
Q4
$39.8K Buy
2024
Q1
Sell
2023
Q4
$11K Buy
2023
Q3
$746 Buy
2023
Q2
$526 Sell
2023
Q1
$1.51K Hold
2022
Q4
$1.46K Buy
2022
Q2
Sell
2022
Q1
$2K Buy