Alpha Financial 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 | $225K | Sell |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $260K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $263K | Sell |
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|
2023
Q3 | $231K | Hold |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $236K | Hold |
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|
2022
Q4 | $228K | Buy |
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