Blossom Wealth 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
Q3 | $1.48M | Buy |
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|
2025
Q2 | $1.3M | Buy |
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|
2025
Q1 | $1.15M | Sell |
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|
2024
Q4 | $1.27M | Sell |
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|
2024
Q3 | $1.27M | Buy |
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|
2024
Q2 | $1.12M | Buy |
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|
2024
Q1 | $1.09M | Buy |
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|
2023
Q4 | $1M | Buy |
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|
2023
Q3 | $812K | Buy |
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|
2023
Q2 | $853K | Buy |
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|
2023
Q1 | $764K | Buy |
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|
2022
Q4 | $730K | Buy |
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|
2022
Q3 | $607K | Sell |
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|
2022
Q2 | $626K | Buy |
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|
2022
Q1 | $741K | Buy |
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|
2021
Q4 | $770K | Buy |
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|
2021
Q3 | $635K | Buy |
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|
2021
Q2 | $582K | Buy |
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|
2021
Q1 | $444K | Buy |
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|
2020
Q4 | $289K | Buy |
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