Beaumont Financial Advisors’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 | $537K | Buy |
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|
2025
Q2 | $474K | Sell |
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|
2025
Q1 | $466K | Sell |
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|
2024
Q4 | $593K | Buy |
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|
2024
Q3 | $533K | Sell |
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|
2024
Q2 | $536K | Sell |
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|
2024
Q1 | $574K | Buy |
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|
2023
Q4 | $547K | Sell |
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|
2023
Q3 | $594K | Sell |
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|
2023
Q2 | $649K | Sell |
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|
2023
Q1 | $722K | Buy |
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|
2022
Q4 | $697K | Sell |
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|
2022
Q3 | $655K | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $238K | Buy |
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|
2016
Q4 | $231K | Buy |
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|
2016
Q3 | $210K | Buy |
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