BCS Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.04M | Sell |
173,257
-186,102
| -52% | -$5.58M | 1.03% | 25 |
|
|
2025
Q4 | $10.2M | Buy |
359,359
+164,357
| +84% | +$4.64M | 1.03% | 24 |
|
|
2025
Q3 | $5.44M | Sell |
195,002
-36,863
| -16% | -$986K | 1.23% | 20 |
|
|
2025
Q2 | $5.87M | Buy |
231,865
+30,963
| +15% | +$732K | 1.26% | 15 |
|
|
2025
Q1 | $4.71M | Sell |
200,902
-15,392
| -7% | -$392K | 1.21% | 19 |
|
|
2024
Q4 | $5.59M | Buy |
+216,294
| New | +$5.75M | 1.39% | 16 |
|
|
2024
Q2 | – | Sell |
-229,848
| Closed | -$5.66M | – | 203 |
|
|
2024
Q1 | $5.66M | Sell |
229,848
-1,540
| -0.7% | -$36.1K | 1.82% | 12 |
|
|
2023
Q4 | $5.46M | Sell |
231,388
-3,590
| -2% | -$75.7K | 2.01% | 10 |
|
|
2023
Q3 | $4.87M | Buy |
+234,978
| New | +$5.16M | 2.02% | 10 |
|
|
2023
Q2 | – | Sell |
-263,020
| Closed | -$5.51M | – | 149 |
|
|
2023
Q1 | $5.51M | Buy |
263,020
+19,172
| +8% | +$412K | 2.49% | 10 |
|
|
2022
Q4 | $4.94M | Buy |
243,848
+38,646
| +19% | +$792K | 2.07% | 9 |
|
|
2022
Q3 | $3.88M | Buy |
205,202
+4,550
| +2% | +$95.2K | 1.82% | 12 |
|
|
2022
Q2 | $3.91M | Buy |
200,652
+2,152
| +1% | +$46K | 1.74% | 12 |
|
|
2022
Q1 | $4.7M | Sell |
198,500
-24,932
| -11% | -$589K | 1.95% | 11 |
|
|
2021
Q4 | $5.72M | Buy |
223,432
+21,168
| +10% | +$548K | 2.05% | 10 |
|
|
2021
Q3 | $5.06M | Buy |
202,264
+5,384
| +3% | +$137K | 2.15% | 12 |
|
|
2021
Q2 | $5.13M | Sell |
196,880
-4,888
| -2% | -$125K | 2.73% | 9 |
|
|
2021
Q1 | $5.03M | Buy |
201,768
+1,248
| +0.6% | +$30.7K | 2.39% | 10 |
|
|
2020
Q4 | $4.46M | Sell |
200,520
-4,848
| -2% | -$96.5K | 2.32% | 10 |
|
|
2020
Q3 | $3.51M | Sell |
205,368
-3,092
| -1% | -$53.2K | 1.98% | 12 |
|
|
2020
Q2 | $3.4M | Sell |
208,460
-10,960
| -5% | -$164K | 2.04% | 12 |
|
|
2020
Q1 | $2.83M | Buy |
219,420
+34,344
| +19% | +$584K | 1.98% | 12 |
|
|
2019
Q4 | $3.5M | Buy |
+185,076
| New | +$3.35M | 2.33% | 13 |
|
Other funds holding SCHA
AA
