Aspen Investment Management’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 | $2.02M | Buy |
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|
2025
Q1 | $1.81M | Buy |
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|
2024
Q4 | $1.99M | Buy |
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|
2024
Q3 | $1.97M | Buy |
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|
2024
Q2 | $1.74M | Buy |
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|
2024
Q1 | $1.8M | Buy |
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|
2023
Q4 | $1.71M | Buy |
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|
2023
Q3 | $1.47M | Buy |
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|
2023
Q2 | $1.45M | Buy |
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|
2023
Q1 | $1.38M | Sell |
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|
2022
Q4 | $1.34M | Buy |
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|
2022
Q3 | $1.23M | Buy |
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|
2022
Q2 | $1.26M | Sell |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.68M | Buy |
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|
2021
Q3 | $1.64M | Sell |
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|
2021
Q2 | $1.73M | Buy |
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|
2021
Q1 | $1.65M | Buy |
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|
2020
Q4 | $1.36M | Sell |
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|
2020
Q3 | $1.06M | Buy |
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|
2020
Q2 | $950K | Sell |
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|
2020
Q1 | $753K | Sell |
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|
2019
Q4 | $1.25M | Sell |
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|
2019
Q3 | $1.17M | Buy |
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|
2019
Q2 | $1.17M | Buy |
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|
2019
Q1 | $1.11M | Buy |
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|
2018
Q4 | $952K | Buy |
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|
2018
Q3 | $904K | Buy |
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|
2018
Q2 | $819K | Buy |
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|
2018
Q1 | $713K | Buy |
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|
2017
Q4 | $600K | Sell |
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|
2017
Q3 | $585K | Buy |
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|
2017
Q2 | $506K | Buy |
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|
2017
Q1 | $429K | Buy |
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|
2016
Q4 | $406K | Buy |
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|
2016
Q3 | $316K | Hold |
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|
2016
Q2 | $297K | Sell |
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|
2016
Q1 | $292K | Buy |
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|
2015
Q4 | $288K | Buy |
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|
2015
Q3 | $263K | Buy |
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|
2015
Q2 | $285K | Sell |
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|
2015
Q1 | $289K | Buy |
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|
2014
Q4 | $230K | Buy |
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|
2014
Q3 | $210K | Buy |
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