Advisors Capital 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
Q1 | – | Sell |
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|
2024
Q4 | $8.38M | Buy |
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|
2024
Q3 | $7.33M | Sell |
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|
2024
Q2 | $7.48M | Buy |
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|
2024
Q1 | $6.1M | Buy |
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|
2023
Q4 | $4.33M | Buy |
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|
2023
Q3 | $2.95M | Buy |
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|
2023
Q2 | $2.42M | Buy |
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|
2023
Q1 | $1.58M | Sell |
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|
2022
Q4 | $1.55M | Buy |
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|
2022
Q3 | $908K | Buy |
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|
2022
Q2 | $223K | Buy |
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