Atlas 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 | $790K | Buy |
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|
2025
Q1 | $40.1K | Sell |
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|
2024
Q4 | $44.7K | Sell |
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|
2024
Q3 | $46.4K | Buy |
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|
2024
Q2 | $42.2K | Sell |
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|
2024
Q1 | $44.9K | Buy |
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|
2023
Q4 | $35.7K | Sell |
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|
2023
Q3 | $31.9K | Buy |
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|
2023
Q2 | $17.6K | Sell |
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|
2023
Q1 | $21.6K | Sell |
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|
2022
Q4 | $25.1K | Buy |
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|
2022
Q3 | $16.7K | Sell |
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|
2022
Q2 | $17.4K | Buy |
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|
2022
Q1 | $12.8K | Buy |
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|
2021
Q4 | $6.76K | Hold |
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|
2021
Q3 | $6.61K | Hold |
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|
2021
Q2 | $6.88K | Buy |
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|
2021
Q1 | $3.99K | Hold |
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|
2020
Q4 | $3.56K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $2.61K | Buy |
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