Allworth Financial’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 | $5.86M | Sell |
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|
2025
Q1 | $5.39M | Buy |
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|
2024
Q4 | $3.4M | Buy |
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|
2024
Q3 | $2.34M | Sell |
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|
2024
Q2 | $2.72M | Sell |
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|
2024
Q1 | $2.7M | Sell |
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|
2023
Q4 | $2.71M | Buy |
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|
2023
Q3 | $1.7M | Buy |
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|
2023
Q2 | $1.77M | Sell |
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|
2023
Q1 | $1.75M | Sell |
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|
2022
Q4 | $1.99M | Buy |
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|
2022
Q3 | $1.4M | Buy |
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|
2022
Q2 | $960K | Sell |
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|
2022
Q1 | $1.28M | Buy |
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|
2021
Q4 | $1.19M | Buy |
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|
2021
Q3 | $376K | Sell |
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|
2021
Q2 | $400K | Buy |
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|
2021
Q1 | $65K | Buy |
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|
2020
Q4 | $0 | Hold |
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|
2020
Q3 | $0 | Hold |
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|
2020
Q2 | $0 | Sell |
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|
2020
Q1 | $31K | Buy |
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|
2019
Q4 | $0 | Hold |
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|
2019
Q3 | $0 | Hold |
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|
2019
Q2 | $0 | Hold |
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|
2019
Q1 | $0 | Hold |
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|
2018
Q4 | $0 | Hold |
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|
2018
Q3 | $0 | Buy |
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|
2018
Q2 | – | Sell |
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|
2018
Q1 | $0 | Hold |
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|
2017
Q4 | $0 | Hold |
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|
2017
Q3 | $0 | Sell |
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|
2017
Q2 | $45K | Sell |
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|
2017
Q1 | $70K | Buy |
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|
2016
Q4 | $26K | Buy |
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|
2016
Q3 | $23K | Buy |
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|
2016
Q2 | $22K | Buy |
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