Atmos Advisory’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 | $4.91K | Hold |
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|
2025
Q2 | $4.45K | Hold |
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|
2025
Q1 | $4.12K | Hold |
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|
2024
Q4 | $4.55K | Hold |
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|
2024
Q3 | $4.53K | Hold |
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|
2024
Q2 | $4.18K | Hold |
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|
2024
Q1 | $4.33K | Hold |
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|
2023
Q4 | $4.16K | Hold |
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|
2023
Q3 | $3.65K | Sell |
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|
2023
Q2 | $4.91K | Hold |
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|
2023
Q1 | $4.7K | Sell |
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|
2022
Q4 | $17.5K | Sell |
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|
2022
Q3 | $17K | Sell |
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|
2022
Q2 | $19K | Sell |
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|
2022
Q1 | $24K | Buy |
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|
2021
Q4 | $25K | Buy |
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