Ascension 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 | $15.7M | Buy |
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|
2025
Q1 | $14.4M | Buy |
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|
2024
Q4 | $15.7M | Buy |
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|
2024
Q3 | $15.2M | Buy |
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|
2024
Q2 | $13.1M | Buy |
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|
2024
Q1 | $13.1M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $10.5M | Buy |
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|
2023
Q2 | $10.4M | Sell |
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|
2023
Q1 | $10.1M | Sell |
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|
2022
Q4 | $10M | Sell |
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|
2022
Q3 | $9.43M | Sell |
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|
2022
Q2 | $9.79M | Buy |
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|
2022
Q1 | $11.9M | Buy |
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|
2021
Q4 | $11.8M | Buy |
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|
2021
Q3 | $11.1M | Sell |
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|
2021
Q2 | $11.6M | Buy |
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|
2021
Q1 | $10.8M | Buy |
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|
2020
Q4 | $9.56M | Buy |
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|
2020
Q3 | $7.04M | Buy |
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|
2020
Q2 | $6.61M | Sell |
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|
2020
Q1 | $5.75M | Sell |
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|
2019
Q4 | $10.1M | Buy |
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