Baldwin 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 | $206K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $618K | Sell |
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|
2024
Q3 | $640K | Sell |
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|
2024
Q2 | $640K | Sell |
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|
2024
Q1 | $750K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $243K | Sell |
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|
2022
Q4 | $239K | Buy |
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|
2022
Q3 | $204 | Sell |
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|
2022
Q2 | $466 | Buy |
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|
2022
Q1 | $539 | Sell |
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|
2021
Q4 | $642 | Buy |
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|
2021
Q3 | $235K | Sell |
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|
2021
Q2 | $256K | Buy |
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|
2021
Q1 | $245K | Buy |
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|
2020
Q4 | $216K | Buy |
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