Bond & Devick Financial Network’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $905K | Hold |
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|
2025
Q4 | $886K | Hold |
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|
2025
Q3 | $868K | Hold |
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|
2025
Q2 | $787K | Hold |
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|
2025
Q1 | $729K | Buy |
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|
2024
Q4 | $801K | Sell |
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|
2024
Q3 | $801K | Hold |
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|
2024
Q2 | $738K | Hold |
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|
2024
Q1 | $766K | Hold |
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|
2023
Q4 | $735K | Buy |
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|
2023
Q3 | $593K | Hold |
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|
2023
Q2 | $627K | Hold |
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|
2023
Q1 | $600K | Hold |
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|
2022
Q4 | $580K | Buy |
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|
2022
Q3 | $522K | Hold |
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|
2022
Q2 | $538K | Hold |
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|
2022
Q1 | $654K | Hold |
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|
2021
Q4 | $707K | Hold |
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|
2021
Q3 | $691K | Sell |
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|
2021
Q2 | $740K | Hold |
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|
2021
Q1 | $708K | Buy |
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|
2020
Q4 | $623K | Buy |
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