BNC 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 | $1.43M | Sell |
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|
2025
Q2 | $1.45M | Sell |
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|
2025
Q1 | $1.44M | Sell |
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|
2024
Q4 | $3.02M | Buy |
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|
2024
Q3 | $2.85M | Buy |
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|
2024
Q2 | $476K | Sell |
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|
2024
Q1 | $565K | Buy |
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|
2023
Q4 | $309K | Buy |
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|
2023
Q3 | $238K | Hold |
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|
2023
Q2 | $252K | Sell |
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|
2023
Q1 | $268K | Sell |
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|
2022
Q4 | $270K | Buy |
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|
2022
Q3 | $249K | Sell |
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|
2022
Q2 | $257K | Hold |
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|
2022
Q1 | $313K | Sell |
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|
2021
Q4 | $347K | Buy |
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