Avity Investment 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 | $211K | Sell |
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2025
Q1 | $203K | Buy |
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2024
Q4 | $213K | Buy |
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2023
Q3 | – | Sell |
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2023
Q2 | $668K | Sell |
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2023
Q1 | $653K | Buy |
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2022
Q4 | $599K | Buy |
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2022
Q3 | $521K | Hold |
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2022
Q2 | $538K | Hold |
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2022
Q1 | $653K | Sell |
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2021
Q4 | $798K | Hold |
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2021
Q3 | $780K | Hold |
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2021
Q2 | $812K | Sell |
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2021
Q1 | $787K | Buy |
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2020
Q4 | $675K | Buy |
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2020
Q3 | $457K | Hold |
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2020
Q2 | $437K | Hold |
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2020
Q1 | $345K | Hold |
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2019
Q4 | $506K | Hold |
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2019
Q3 | $467K | Sell |
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2019
Q2 | $482K | Sell |
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2019
Q1 | $503K | Hold |
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2018
Q4 | $437K | Hold |
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2018
Q3 | $548K | Sell |
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2018
Q2 | $596K | Hold |
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2018
Q1 | $560K | Buy |
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2017
Q4 | $530K | Buy |
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2017
Q3 | $503K | Sell |
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2017
Q2 | $592K | Buy |
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2017
Q1 | $464K | Buy |
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2016
Q4 | $256K | Hold |
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2016
Q3 | $240K | Buy |
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