Aspiriant LLC’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 | $357K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $267K | Buy |
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|
2024
Q1 | $269K | Sell |
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|
2023
Q4 | $289K | Buy |
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|
2023
Q3 | $230K | Sell |
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|
2023
Q2 | $244K | Sell |
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|
2023
Q1 | $239K | Buy |
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|
2022
Q4 | $230K | Buy |
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|
2022
Q3 | $206K | Sell |
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|
2022
Q2 | $230K | Buy |
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|
2022
Q1 | $259K | Hold |
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|
2021
Q4 | $280K | Hold |
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|
2021
Q3 | $272K | Sell |
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|
2021
Q2 | $309K | Hold |
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|
2021
Q1 | $296K | Hold |
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|
2020
Q4 | $265K | Hold |
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|
2020
Q3 | $203K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $276K | Buy |
|