Blue Bell Private 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
Q2 | $4.69M | Sell |
|
|||||
|
2025
Q1 | $4.42M | Buy |
|
|||||
|
2024
Q4 | $4.87M | Sell |
|
|||||
|
2024
Q3 | $4.87M | Sell |
|
|||||
|
2024
Q2 | $4.5M | Sell |
|
|||||
|
2024
Q1 | $4.74M | Sell |
|
|||||
|
2023
Q4 | $4.97M | Sell |
|
|||||
|
2023
Q3 | $4.44M | Sell |
|
|||||
|
2023
Q2 | $4.78M | Sell |
|
|||||
|
2023
Q1 | $5.03M | Sell |
|
|||||
|
2022
Q4 | $4.94M | Sell |
|
|||||
|
2022
Q3 | $4.84M | Sell |
|
|||||
|
2022
Q2 | $5.2M | Sell |
|
|||||
|
2022
Q1 | $6.36M | Sell |
|
|||||
|
2021
Q4 | $7.16M | Buy |
|
|||||
|
2021
Q3 | $5.93M | Buy |
|
|||||
|
2021
Q2 | $6.06M | Sell |
|
|||||
|
2021
Q1 | $6.1M | Buy |
|
|||||
|
2020
Q4 | $4.98M | Sell |
|
|||||
|
2020
Q3 | $3.87M | Sell |
|
|||||
|
2020
Q2 | $3.85M | Sell |
|
|||||
|
2020
Q1 | $3.26M | Sell |
|
|||||
|
2019
Q4 | $4.98M | Buy |
|
|||||
|
2019
Q3 | $4.06M | Buy |
|
|||||
|
2019
Q2 | $3.88M | Buy |
|
|||||
|
2019
Q1 | $3.25M | Buy |
|
|||||
|
2018
Q4 | $2.75M | Sell |
|
|||||
|
2018
Q3 | $3.54M | Buy |
|
|||||
|
2018
Q2 | $2.65M | Sell |
|
|||||
|
2018
Q1 | $2.58M | Buy |
|
|||||
|
2017
Q4 | $1.82M | Buy |
|
|||||
|
2017
Q3 | $1.35M | Sell |
|
|||||
|
2017
Q2 | $1.57M | Buy |
|
|||||
|
2017
Q1 | $1.28M | Buy |
|
|||||
|
2016
Q4 | $805K | Sell |
|
|||||
|
2016
Q3 | $907K | Buy |
|
|||||
|
2016
Q2 | $567K | Buy |
|
|||||
|
2016
Q1 | $498K | Sell |
|
|||||
|
2015
Q4 | $2.13M | Sell |
|
|||||
|
2015
Q3 | $2.69M | Buy |
|
|||||
|
2015
Q2 | $2.94M | Buy |
|
|||||
|
2015
Q1 | $2.9M | Buy |
|
|||||
|
2014
Q4 | $2.42M | Buy |
|
|||||
|
2014
Q3 | $1.47M | Sell |
|
|||||
|
2014
Q2 | $1.67M | Sell |
|
|||||
|
2014
Q1 | $2.17M | Buy |
|
|||||
|
2013
Q4 | $1.37M | Buy |
|
|||||
|
2013
Q3 | $498K | Buy |
|
|||||
|
2013
Q2 | $336K | Buy |
|