American Trust’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 | $753K | Sell |
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|
2025
Q2 | $696K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $571K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $204K | Sell |
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|
2023
Q1 | $214K | Sell |
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|
2022
Q4 | $21M | Sell |
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|
2022
Q3 | $19.5M | Sell |
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|
2022
Q2 | $22.2M | Sell |
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|
2022
Q1 | $27.4M | Sell |
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|
2021
Q4 | $36.7M | Buy |
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