Avidian Wealth Enterprises’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 | $1.97M | Sell |
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|
2025
Q1 | $5.18M | Sell |
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|
2024
Q4 | $6.2M | Sell |
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|
2024
Q3 | $6.2M | Buy |
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|
2024
Q2 | $4.07M | Buy |
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|
2024
Q1 | $476K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $497K | Sell |
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|
2023
Q2 | $595K | Buy |
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|
2023
Q1 | $508K | Sell |
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|
2022
Q4 | $491K | Sell |
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|
2022
Q3 | $469K | Sell |
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|
2022
Q2 | $1.02M | Sell |
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|
2022
Q1 | $2.02M | Buy |
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|
2021
Q4 | $1.97M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $3.93M | Buy |
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|
2020
Q4 | $3.34M | Buy |
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