Berkeley Inc’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 | $470K | Sell |
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|
2025
Q1 | $439K | Sell |
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|
2024
Q4 | $550K | Sell |
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|
2024
Q3 | $1.11M | Buy |
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|
2024
Q2 | $510K | Sell |
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|
2024
Q1 | $1M | Sell |
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|
2023
Q4 | $1.09M | Sell |
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|
2023
Q3 | $1.05M | Sell |
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|
2023
Q2 | $1.14M | Buy |
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|
2023
Q1 | $1.09M | Sell |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $1.02M | Sell |
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|
2022
Q2 | $1.08M | Sell |
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|
2022
Q1 | $4M | Buy |
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|
2021
Q4 | $4.18M | Buy |
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|
2021
Q3 | $3.78M | Buy |
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|
2021
Q2 | $3.87M | Buy |
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|
2021
Q1 | $3.64M | Buy |
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|
2020
Q4 | $2.72M | Buy |
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