Baird Financial Group’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 | $776K | Buy |
|
|||||
|
2025
Q1 | $574K | Buy |
|
|||||
|
2024
Q4 | $490K | Buy |
|
|||||
|
2024
Q3 | $468K | Sell |
|
|||||
|
2024
Q2 | $500K | Sell |
|
|||||
|
2024
Q1 | $670K | Sell |
|
|||||
|
2023
Q4 | $1.63M | Buy |
|
|||||
|
2023
Q3 | $790K | Sell |
|
|||||
|
2023
Q2 | $1.06M | Sell |
|
|||||
|
2023
Q1 | $1.05M | Sell |
|
|||||
|
2022
Q4 | $4.6M | Buy |
|
|||||
|
2022
Q3 | $2.85M | Buy |
|
|||||
|
2022
Q2 | $2.2M | Buy |
|
|||||
|
2022
Q1 | $2.12M | Sell |
|
|||||
|
2021
Q4 | $5.96M | Buy |
|
|||||
|
2021
Q3 | $5.62M | Buy |
|
|||||
|
2021
Q2 | $5.83M | Buy |
|
|||||
|
2021
Q1 | $5.58M | Buy |
|
|||||
|
2020
Q4 | $4.33M | Buy |
|
|||||
|
2020
Q3 | $2.56M | Buy |
|
|||||
|
2020
Q2 | $2.41M | Buy |
|
|||||
|
2020
Q1 | $1.17M | Buy |
|
|||||
|
2019
Q4 | $341K | Buy |
|
|||||
|
2019
Q3 | $272K | Buy |
|
|||||
|
2019
Q2 | $276K | Sell |
|
|||||
|
2019
Q1 | $1.79M | Buy |
|