Belpointe Asset 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 | $395K | Sell |
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|
2025
Q1 | $383K | Sell |
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|
2024
Q4 | $1.43M | Sell |
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|
2024
Q3 | $1.43M | Buy |
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|
2024
Q2 | $1.2M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $105K | Sell |
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|
2022
Q4 | $123K | Sell |
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|
2022
Q3 | $789K | Sell |
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|
2022
Q2 | $827K | Sell |
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|
2022
Q1 | $1.78M | Sell |
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|
2021
Q4 | $2M | Sell |
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|
2021
Q3 | $1.96M | Sell |
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|
2021
Q2 | $3.09M | Buy |
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|
2021
Q1 | $2.84M | Buy |
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|
2020
Q4 | $1.68M | Buy |
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|
2020
Q3 | $1.24M | Sell |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $686K | Sell |
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|
2019
Q4 | $1.01M | Buy |
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|
2019
Q3 | $919K | Buy |
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|
2019
Q2 | $941K | Buy |
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|
2019
Q1 | – | Sell |
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|
2018
Q4 | $830K | Buy |
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|
2018
Q3 | $256K | Buy |
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