Aire 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
Q2 | $506K | Hold |
|
|||||
|
2025
Q1 | $469K | Hold |
|
|||||
|
2024
Q4 | $517K | Hold |
|
|||||
|
2024
Q3 | $515K | Hold |
|
|||||
|
2024
Q2 | $475K | Hold |
|
|||||
|
2024
Q1 | $492K | Hold |
|
|||||
|
2023
Q4 | $472K | Hold |
|
|||||
|
2023
Q3 | $414K | Hold |
|
|||||
|
2023
Q2 | $438K | Sell |
|
|||||
|
2023
Q1 | $420K | Sell |
|
|||||
|
2022
Q4 | $406K | Buy |
|
|||||
|
2022
Q3 | $319K | Hold |
|
|||||
|
2022
Q2 | $330K | Sell |
|
|||||
|
2022
Q1 | $441K | Sell |
|
|||||
|
2021
Q4 | $484K | Buy |
|