Aptus Capital 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 | $3.08M | Sell |
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|
2025
Q1 | $2.87M | Sell |
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|
2024
Q4 | $3.4M | Sell |
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|
2024
Q3 | $1.94M | Buy |
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|
2024
Q2 | $496K | Buy |
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|
2024
Q1 | $473K | Sell |
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|
2023
Q4 | $461K | Sell |
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|
2023
Q3 | $410K | Buy |
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|
2023
Q2 | $419K | Buy |
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|
2023
Q1 | $365K | Buy |
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|
2022
Q4 | $343K | Buy |
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|
2022
Q3 | $316K | Sell |
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|
2022
Q2 | $336K | Buy |
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|
2022
Q1 | $362K | Buy |
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|
2021
Q4 | $139K | Buy |
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|
2021
Q3 | $122K | Buy |
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|
2021
Q2 | $119K | Hold |
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|
2021
Q1 | $114K | Sell |
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|
2020
Q4 | $140K | Sell |
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|
2020
Q3 | $151K | Buy |
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|
2020
Q2 | $115K | Sell |
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|
2020
Q1 | $95K | Sell |
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|
2019
Q4 | $140K | Buy |
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|
2019
Q3 | $129K | Buy |
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