Blue Trust Inc’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 | $199K | Buy |
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|
2025
Q2 | $153K | Buy |
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|
2025
Q1 | $64.5K | Sell |
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|
2024
Q4 | $403K | Buy |
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|
2024
Q3 | $127K | Buy |
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|
2024
Q2 | $98.9K | Buy |
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|
2024
Q1 | $98.7K | Sell |
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|
2023
Q4 | $193K | Buy |
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|
2023
Q3 | $101K | Hold |
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|
2023
Q2 | $97K | Sell |
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|
2023
Q1 | $107K | Sell |
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|
2022
Q4 | $118K | Sell |
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|
2022
Q3 | $144K | Buy |
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|
2022
Q2 | $16K | Buy |
|