Balentine LLC’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
Q3 | – | Sell |
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|
2025
Q2 | $51 | Hold |
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|
2025
Q1 | $47 | Hold |
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|
2024
Q4 | $52 | Hold |
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|
2024
Q3 | $52 | Hold |
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|
2024
Q2 | $47 | Sell |
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|
2024
Q1 | $2.36K | Sell |
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|
2023
Q4 | $8.55K | Hold |
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|
2023
Q3 | $7.5K | Hold |
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|
2023
Q2 | $7.93K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $8.06K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $36K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $19K | Buy |
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