ARC
Advisor Resource Council’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-22,929
| Closed | -$495K | – | 486 |
|
|
2025
Q1 | $495K | Buy |
+22,929
| New | +$495K | 0.04% | 364 |
|
|
2024
Q1 | – | Sell |
-10,621
| Closed | -$502K | – | 457 |
|
|
2023
Q4 | $502K | Buy |
+10,621
| New | +$502K | 0.06% | 267 |
|
|
2022
Q3 | – | Sell |
-12,710
| Closed | -$496K | – | 422 |
|
|
2022
Q2 | $496K | Buy |
+12,710
| New | +$496K | 0.05% | 283 |
|
|
2022
Q1 | – | Sell |
-6,486
| Closed | -$664K | – | 464 |
|
|
2021
Q4 | $664K | Buy |
+6,486
| New | +$664K | 0.05% | 289 |
|
|
2021
Q3 | – | Sell |
-6,416
| Closed | -$668K | – | 423 |
|
|
2021
Q2 | $668K | Buy |
+6,416
| New | +$668K | 0.07% | 256 |
|