Bigelow 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
Q3 | $541K | Sell |
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|
2025
Q2 | $544K | Sell |
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|
2025
Q1 | $504K | Buy |
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|
2024
Q4 | $547K | Sell |
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|
2024
Q3 | $575K | Sell |
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|
2024
Q2 | $544K | Hold |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $541K | Buy |
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|
2023
Q3 | $473K | Buy |
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|
2023
Q2 | $463K | Sell |
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|
2023
Q1 | $459K | Sell |
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|
2022
Q4 | $448K | Sell |
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|
2022
Q3 | $510K | Sell |
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|
2022
Q2 | $540K | Sell |
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|
2022
Q1 | $666K | Buy |
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|
2021
Q4 | $615K | Sell |
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|
2021
Q3 | $613K | Sell |
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|
2021
Q2 | $707K | Hold |
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|
2021
Q1 | $676K | Sell |
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|
2020
Q4 | $751K | Buy |
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|
2020
Q3 | $575K | Sell |
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|
2020
Q2 | $624K | Sell |
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|
2020
Q1 | $849K | Buy |
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|
2019
Q4 | $1.15M | Buy |
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|
2019
Q3 | $989K | Buy |
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|
2019
Q2 | $864K | Sell |
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|
2019
Q1 | $946K | Sell |
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|
2018
Q4 | $939K | Buy |
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|
2018
Q3 | $1.17M | Buy |
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|
2018
Q2 | $1.13M | Buy |
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|
2018
Q1 | $991K | Buy |
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|
2017
Q4 | $936K | Buy |
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