Baldrige Asset 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
2023
Q1
$1.5M Buy
2022
Q4
$1.43M Sell
2022
Q3
$1.34M Buy
2022
Q2
$1.35M Sell
2022
Q1
$1.67M Buy
2021
Q4
$1.79M Sell
2021
Q3
$1.75M Sell
2021
Q2
$1.83M Sell
2021
Q1
$1.77M Sell
2020
Q4
$1.63M Sell
2020
Q3
$1.26M Sell
2020
Q2
$1.22M Sell
2020
Q1
$1.06M Sell
2019
Q4
$1.79M Sell
2019
Q3
$1.73M Sell
2019
Q2
$1.93M Sell
2019
Q1
$1.96M Buy