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Advantage Trust Company’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Advantage Trust Company’s Portfolio SCHA Stock Details SCHA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-5,620
Closed -$157K – 175
2025
Q3 		$157K Sell
5,620
-3,200
-36% -$85.6K 0.07% 66
2025
Q2 		$223K Buy
8,820
+5,620
+176% +$133K 0.11% 57
2025
Q1 		$75K Hold
3,200
– – 0.05% 79
2024
Q4 		$82.8K Hold
3,200
– – 0.05% 80
2024
Q3 		$82.4K Hold
3,200
– – 0.06% 78
2024
Q2 		$75.9K Hold
3,200
– – 0.05% 89
2024
Q1 		$78.8K Hold
3,200
– – 0.06% 87
2023
Q4 		$75.6K Buy
+3,200
New +$67.4K 0.06% 92

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