Bogart Wealth LLC’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 | $1.08M | Buy |
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|
2025
Q1 | $954K | Sell |
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|
2024
Q4 | $2.12M | Sell |
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|
2024
Q3 | $2.12M | Buy |
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|
2024
Q2 | $1.93M | Sell |
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|
2024
Q1 | $2.01M | Sell |
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|
2023
Q4 | $2M | Sell |
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|
2023
Q3 | $18.7M | Buy |
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|
2023
Q2 | $19M | Buy |
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|
2023
Q1 | $17.1M | Buy |
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|
2022
Q4 | $15.6M | Buy |
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|
2022
Q3 | $1.17M | Buy |
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|
2022
Q2 | $1.1M | Sell |
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|
2022
Q1 | $1.44M | Sell |
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|
2021
Q4 | $2.28M | Buy |
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|
2021
Q3 | $1.75M | Sell |
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|
2021
Q2 | $1.95M | Buy |
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|
2021
Q1 | $1.41M | Buy |
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|
2020
Q4 | $970K | Buy |
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|
2020
Q3 | $484K | Buy |
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|
2020
Q2 | $446K | Buy |
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|
2020
Q1 | $314K | Buy |
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|
2019
Q4 | $333K | Buy |
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|
2019
Q3 | $264K | Sell |
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|
2019
Q2 | $299K | Buy |
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|
2019
Q1 | $282K | Buy |
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|
2018
Q4 | $51K | Buy |
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|
2018
Q3 | $58K | Buy |
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|
2018
Q2 | $51K | Sell |
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|
2018
Q1 | $9.55M | Buy |
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|
2017
Q4 | $672K | Buy |
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