Bessemer Group’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 | – | Sell |
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|
2025
Q1 | $182K | Sell |
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|
2024
Q4 | $208K | Buy |
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|
2023
Q4 | – | Sell |
|
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|
2023
Q3 | $100K | Sell |
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|
2023
Q2 | $111K | Buy |
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|
2023
Q1 | $101K | Buy |
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|
2022
Q4 | $95K | Hold |
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|
2022
Q3 | $89K | Hold |
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|
2022
Q2 | $92K | Hold |
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|
2022
Q1 | $111K | Hold |
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|
2021
Q4 | $120K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $26K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $47K | Buy |
|