Atria Wealth Solutions’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 | $772K | Sell |
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|
2025
Q1 | $716K | Sell |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $1.2M | Buy |
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|
2024
Q2 | $995K | Sell |
|
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|
2024
Q1 | $1.34M | Sell |
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|
2023
Q4 | $1.51M | Buy |
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|
2023
Q3 | $896K | Sell |
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|
2023
Q2 | $1.16M | Buy |
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|
2023
Q1 | $953K | Buy |
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|
2022
Q4 | $728K | Buy |
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|
2022
Q3 | $575K | Sell |
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|
2022
Q2 | $839K | Sell |
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|
2022
Q1 | $1.32M | Buy |
|