Asset Advisors 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
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|
2024
Q2 | $447K | Sell |
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|
2024
Q1 | $5.59M | Sell |
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|
2023
Q4 | $6.15M | Sell |
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|
2023
Q3 | $6.8M | Sell |
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|
2023
Q2 | $8.06M | Sell |
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|
2023
Q1 | $8.31M | Sell |
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|
2022
Q4 | $8.24M | Sell |
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|
2022
Q3 | $9.23M | Buy |
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|
2022
Q2 | $1.95M | Buy |
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|
2022
Q1 | $2.23M | Sell |
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|
2021
Q4 | $3.03M | Sell |
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|
2021
Q3 | $3.37M | Sell |
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|
2021
Q2 | $3.84M | Buy |
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|
2021
Q1 | $3M | Buy |
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|
2020
Q4 | $1.69M | Buy |
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|
2020
Q3 | $951K | Sell |
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|
2020
Q2 | $1.02M | Sell |
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|
2020
Q1 | $918K | Sell |
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|
2019
Q4 | $1.49M | Buy |
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|
2019
Q3 | $1.2M | Buy |
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|
2019
Q2 | $1.12M | Buy |
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|
2019
Q1 | $1.06M | Buy |
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|
2018
Q4 | $859K | Sell |
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|
2018
Q3 | $1.11M | Buy |
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