Apriem 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 | – | Sell |
|
|||||
|
2025
Q1 | $203K | Hold |
|
|||||
|
2024
Q4 | $224K | Hold |
|
|||||
|
2024
Q3 | $224K | Buy |
|
|||||
|
2024
Q2 | $205K | Sell |
|
|||||
|
2024
Q1 | $224K | Buy |
|
|||||
|
2023
Q4 | $202K | Buy |
|
|||||
|
2022
Q4 | – | Sell |
|
|||||
|
2022
Q3 | $223K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $232K | Buy |
|
|||||
|
2021
Q4 | $249K | Sell |
|
|||||
|
2021
Q3 | $284K | Buy |
|
|||||
|
2021
Q2 | $269K | Sell |
|
|||||
|
2021
Q1 | $274K | Sell |
|
|||||
|
2020
Q4 | $247K | Sell |
|
|||||
|
2020
Q3 | $214K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $206K | Buy |
|
|||||
|
2019
Q4 | $299K | Buy |
|
|||||
|
2019
Q3 | $267K | Sell |
|
|||||
|
2019
Q2 | $289K | Sell |
|
|||||
|
2019
Q1 | $292K | Sell |
|
|||||
|
2018
Q4 | $258K | Sell |
|
|||||
|
2018
Q3 | $23.2M | Buy |
|
|||||
|
2018
Q2 | $16.8M | Buy |
|
|||||
|
2018
Q1 | $6.65M | Buy |
|
|||||
|
2017
Q4 | $277K | Sell |
|
|||||
|
2017
Q3 | $369K | Sell |
|
|||||
|
2017
Q2 | $7.23M | Sell |
|
|||||
|
2017
Q1 | $11.1M | Buy |
|
|||||
|
2016
Q4 | $4.15M | Buy |
|
|||||
|
2016
Q3 | $162K | Sell |
|
|||||
|
2016
Q2 | $239K | Buy |
|
|||||
|
2016
Q1 | $71K | Sell |
|
|||||
|
2015
Q4 | $248K | Buy |
|
|||||
|
2015
Q3 | $215K | Sell |
|
|||||
|
2015
Q2 | $4.3M | Buy |
|
|||||
|
2015
Q1 | $3.58M | Buy |
|
|||||
|
2014
Q4 | $2.29M | Buy |
|
|||||
|
2014
Q3 | $1K | Sell |
|
|||||
|
2014
Q2 | $275K | Sell |
|
|||||
|
2014
Q1 | $4.69M | Buy |
|
|||||
|
2013
Q4 | $4.21M | Buy |
|
|||||
|
2013
Q3 | $3.7M | Buy |
|
|||||
|
2013
Q2 | $2.06M | Buy |
|