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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.87M | Buy |
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|
2025
Q1 | $4.71M | Sell |
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|
2024
Q4 | $5.59M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $5.66M | Sell |
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|
2023
Q4 | $5.46M | Sell |
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|
2023
Q3 | $4.87M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $5.51M | Buy |
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|
2022
Q4 | $4.94M | Buy |
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|
2022
Q3 | $3.88M | Buy |
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|
2022
Q2 | $3.91M | Buy |
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|
2022
Q1 | $4.7M | Sell |
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|
2021
Q4 | $5.72M | Buy |
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|
2021
Q3 | $5.06M | Buy |
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|
2021
Q2 | $5.13M | Sell |
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|
2021
Q1 | $5.03M | Buy |
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|
2020
Q4 | $4.46M | Sell |
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|
2020
Q3 | $3.51M | Sell |
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|
2020
Q2 | $3.4M | Sell |
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|
2020
Q1 | $2.83M | Buy |
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|
2019
Q4 | $3.5M | Buy |
|