BIP Wealth’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 | $417K | Hold |
|
|||||
|
2025
Q2 | $378K | Sell |
|
|||||
|
2025
Q1 | $392K | Buy |
|
|||||
|
2024
Q4 | $412K | Sell |
|
|||||
|
2024
Q3 | $414K | Sell |
|
|||||
|
2024
Q2 | $410K | Buy |
|
|||||
|
2024
Q1 | $419K | Sell |
|
|||||
|
2023
Q4 | $451K | Hold |
|
|||||
|
2023
Q3 | $396K | Sell |
|
|||||
|
2023
Q2 | $476K | Sell |
|
|||||
|
2023
Q1 | $467K | Buy |
|