Barrett & Company’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 | $74.3K | Hold |
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|
2025
Q2 | $67.3K | Hold |
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|
2025
Q1 | $62.4K | Hold |
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|
2024
Q4 | $68.8K | Hold |
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|
2024
Q3 | $68.5K | Hold |
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|
2024
Q2 | $63.2K | Hold |
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|
2024
Q1 | $65.5K | Hold |
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|
2023
Q4 | $62.9K | Hold |
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|
2023
Q3 | $55.1K | Hold |
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|
2023
Q2 | $58.3K | Hold |
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|
2023
Q1 | $55.8K | Hold |
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|
2022
Q4 | $53.9K | Hold |
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|
2022
Q3 | $53.9K | Buy |
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