Avior Wealth 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
Q2 | $1.18M | Sell |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.39M | Sell |
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|
2024
Q2 | $1.42M | Buy |
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|
2024
Q1 | $1.42M | Buy |
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|
2023
Q4 | $1.34M | Sell |
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|
2023
Q3 | $1.23M | Sell |
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|
2023
Q2 | $1.31M | Buy |
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|
2023
Q1 | $1.24M | Buy |
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|
2022
Q4 | $1.18M | Sell |
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|
2022
Q3 | $1.14M | Sell |
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|
2022
Q2 | $1.23M | Sell |
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|
2022
Q1 | $1.55M | Sell |
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|
2021
Q4 | $1.8M | Sell |
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|
2021
Q3 | $1.82M | Sell |
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|
2021
Q2 | $2M | Buy |
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|
2021
Q1 | $1.87M | Sell |
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|
2020
Q4 | $1.71M | Sell |
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|
2020
Q3 | $1.34M | Sell |
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|
2020
Q2 | $1.35M | Sell |
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|
2020
Q1 | $1.26M | Sell |
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|
2019
Q4 | $2.16M | Sell |
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|
2019
Q3 | $5.56M | Buy |
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|
2019
Q2 | $5.45M | Buy |
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|
2019
Q1 | $5.1M | Buy |
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|
2018
Q4 | $4.16M | Buy |
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|
2018
Q3 | $5.01M | Sell |
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|
2018
Q2 | $5.14M | Sell |
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|
2018
Q1 | $4.89M | Sell |
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|
2017
Q4 | $4.99M | Sell |
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|
2017
Q3 | $4.86M | Buy |
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|
2017
Q2 | $4.52M | Buy |
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|
2017
Q1 | $4.29M | Sell |
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|
2016
Q4 | $4.2M | Sell |
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|
2016
Q3 | $3.96M | Buy |
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|
2016
Q2 | $3.69M | Buy |
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|
2016
Q1 | $3.46M | Buy |
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|
2015
Q4 | $3.44M | Sell |
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|
2015
Q3 | $3.56M | Buy |
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|
2015
Q2 | $3.92M | Sell |
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|
2015
Q1 | $5.41M | Sell |
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|
2014
Q4 | $5.46M | Buy |
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|
2014
Q3 | $4.88M | Sell |
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|
2014
Q2 | $5.28M | Sell |
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|
2014
Q1 | $5.42M | Buy |
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|
2013
Q4 | $5.17M | Buy |
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