Albion Financial Group’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
Q3 | $5.06K | Hold |
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|
2025
Q2 | $4.59K | Hold |
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|
2025
Q1 | $4.24K | Hold |
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|
2024
Q4 | $4.67K | Buy |
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|
2024
Q3 | $4.65K | Buy |
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|
2024
Q2 | $2.37K | Hold |
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|
2024
Q1 | $2.46K | Hold |
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|
2023
Q4 | $2.36K | Hold |
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|
2023
Q3 | $2.07K | Hold |
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|
2023
Q2 | $2.19K | Hold |
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|
2023
Q1 | $2.1K | Sell |
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|
2022
Q4 | $24.1K | Hold |
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|
2022
Q3 | $22K | Hold |
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|
2022
Q2 | $23K | Hold |
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|
2022
Q1 | $28K | Sell |
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|
2021
Q4 | $32K | Hold |
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|
2021
Q3 | $31K | Hold |
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|
2021
Q2 | $33K | Buy |
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|
2020
Q4 | $28K | Buy |
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