Bell Investment 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
Q2 | $6.3M | Sell |
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|
2025
Q1 | $6.05M | Buy |
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|
2024
Q4 | $6.68M | Buy |
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|
2024
Q3 | $6.59M | Buy |
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|
2024
Q2 | $5.58M | Sell |
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|
2024
Q1 | $6.53M | Sell |
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|
2023
Q4 | $6.52M | Sell |
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|
2023
Q3 | $5.89M | Buy |
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|
2023
Q2 | $6.08M | Buy |
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|
2023
Q1 | $5.1M | Sell |
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|
2022
Q4 | $4.95M | Buy |
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|
2022
Q3 | $4.28M | Buy |
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|
2022
Q2 | $3.72M | Buy |
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|
2021
Q4 | $5.32M | Sell |
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|
2021
Q3 | $5.48M | Buy |
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