AlphaCore Capital’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 | $2.96M | Buy |
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|
2025
Q1 | $758K | Buy |
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|
2024
Q4 | $707K | Sell |
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|
2024
Q3 | $810K | Buy |
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|
2024
Q2 | $748K | Buy |
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|
2024
Q1 | $679K | Buy |
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|
2023
Q4 | $634K | Buy |
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|
2023
Q3 | $553K | Buy |
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|
2023
Q2 | $535K | Sell |
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|
2023
Q1 | $513K | Buy |
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|
2022
Q4 | $51.7K | Hold |
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|
2022
Q3 | $48K | Buy |
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|
2022
Q2 | $45K | Buy |
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|
2022
Q1 | $6K | Sell |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $22K | Buy |
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|
2021
Q2 | $4K | Hold |
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|
2021
Q1 | $4K | Hold |
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|
2020
Q4 | $4K | Hold |
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|
2020
Q3 | $3K | Hold |
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|
2020
Q2 | $3K | Sell |
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|
2020
Q1 | $3K | Sell |
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|
2019
Q4 | $5K | Buy |
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