Athena 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
Q3 | $8.44M | Sell |
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|
2025
Q2 | $8.11M | Sell |
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|
2025
Q1 | $7.51M | Sell |
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|
2024
Q4 | $8.42M | Buy |
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|
2024
Q3 | $8.32M | Buy |
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|
2024
Q2 | $7.65M | Buy |
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|
2024
Q1 | $7.89M | Buy |
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|
2023
Q4 | $7.54M | Buy |
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|
2023
Q3 | $6.57M | Buy |
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|
2023
Q2 | $6.92M | Buy |
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|
2023
Q1 | $6.56M | Buy |
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|
2022
Q4 | $6.29M | Buy |
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|
2022
Q3 | $5.75M | Buy |
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|
2022
Q2 | $5.84M | Buy |
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|
2022
Q1 | $6.32M | Buy |
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