Arbor Trust Wealth 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
Q3 | $5.29M | Sell |
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|
2025
Q2 | $5.49M | Sell |
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|
2025
Q1 | $5.79M | Buy |
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|
2024
Q4 | $6.28M | Buy |
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|
2024
Q3 | $5.56M | Hold |
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|
2024
Q2 | $5.56M | Buy |
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|
2024
Q1 | $5.33M | Buy |
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|
2023
Q4 | $5.04M | Buy |
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|
2023
Q3 | $4.29M | Buy |
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|
2023
Q2 | $4.43M | Buy |
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|
2023
Q1 | $4.18M | Sell |
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|
2022
Q4 | $4.1M | Buy |
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|
2022
Q3 | $3.72M | Sell |
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|
2022
Q2 | $3.86M | Buy |
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|
2022
Q1 | $4.59M | Buy |
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|
2021
Q4 | $4.78M | Buy |
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|
2021
Q3 | $4.62M | Buy |
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|
2021
Q2 | $4.72M | Buy |
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|
2021
Q1 | $4.35M | Buy |
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|
2020
Q4 | $3.48M | Buy |
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|
2020
Q3 | $2.63M | Buy |
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|
2020
Q2 | $2.47M | Buy |
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|
2020
Q1 | $1.93M | Sell |
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|
2019
Q4 | $2.85M | Buy |
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