BIA
Bell Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.3M | Sell |
248,828
-9,491
| -4% | -$240K | 1.08% | 23 |
|
|
2025
Q1 | $6.05M | Buy |
258,319
+4
| +0% | +$94 | 1.12% | 23 |
|
|
2024
Q4 | $6.68M | Buy |
258,315
+130,436
| +102% | +$3.37M | 1.25% | 21 |
|
|
2024
Q3 | $6.59M | Buy |
127,879
+10,364
| +9% | +$534K | 1.21% | 22 |
|
|
2024
Q2 | $5.58M | Sell |
117,515
-15,002
| -11% | -$712K | 1.09% | 23 |
|
|
2024
Q1 | $6.53M | Sell |
132,517
-5,519
| -4% | -$272K | 1.28% | 19 |
|
|
2023
Q4 | $6.52M | Sell |
138,036
-4,124
| -3% | -$195K | 1.34% | 19 |
|
|
2023
Q3 | $5.89M | Buy |
142,160
+3,267
| +2% | +$135K | 1.32% | 20 |
|
|
2023
Q2 | $6.08M | Buy |
138,893
+17,246
| +14% | +$755K | 1.35% | 19 |
|
|
2023
Q1 | $5.1M | Sell |
121,647
-607
| -0.5% | -$25.5K | 1.19% | 21 |
|
|
2022
Q4 | $4.95M | Buy |
122,254
+8,985
| +8% | +$364K | 1.23% | 21 |
|
|
2022
Q3 | $4.28M | Buy |
113,269
+17,873
| +19% | +$676K | 1.33% | 19 |
|
|
2022
Q2 | $3.72M | Buy |
+95,396
| New | +$3.72M | 1.14% | 22 |
|
|
2021
Q4 | $5.32M | Sell |
51,990
-2,791
| -5% | -$286K | 1.46% | 16 |
|
|
2021
Q3 | $5.48M | Buy |
+54,781
| New | +$5.48M | 1.62% | 15 |
|