Bedel Financial Consulting’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 | $370K | Buy |
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|
2025
Q1 | $338K | Buy |
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|
2024
Q4 | $394K | Buy |
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|
2024
Q3 | $376K | Buy |
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|
2024
Q2 | $346K | Sell |
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|
2024
Q1 | $373K | Buy |
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|
2023
Q4 | $344K | Sell |
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|
2023
Q3 | $313K | Buy |
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|
2023
Q2 | $330K | Buy |
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|
2023
Q1 | $308K | Buy |
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|
2022
Q4 | $297K | Sell |
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|
2022
Q3 | $309K | Buy |
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|
2022
Q2 | $265K | Buy |
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|
2022
Q1 | $322K | Buy |
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|
2021
Q4 | $348K | Sell |
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|
2021
Q3 | $341K | Sell |
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|
2021
Q2 | $365K | Sell |
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|
2021
Q1 | $361K | Buy |
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|
2020
Q4 | $189K | Hold |
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|
2020
Q3 | $145K | Buy |
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|
2020
Q2 | $139K | Sell |
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|
2020
Q1 | $116K | Buy |
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|
2019
Q4 | $170K | Buy |
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|
2019
Q3 | $152K | Buy |
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|
2019
Q2 | $155K | Hold |
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|
2019
Q1 | $152K | Buy |
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|
2018
Q4 | $125K | Buy |
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|
2018
Q3 | $147K | Sell |
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|
2018
Q2 | $155K | Buy |
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|
2018
Q1 | $129K | Buy |
|