Bristlecone Advisors’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 | $1.06M | Buy |
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|
2025
Q2 | $960K | Sell |
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|
2025
Q1 | $930K | Sell |
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|
2024
Q4 | $1.03M | Buy |
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|
2024
Q3 | $1.02M | Buy |
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|
2024
Q2 | $898K | Buy |
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|
2024
Q1 | $893K | Sell |
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|
2023
Q4 | $868K | Sell |
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|
2023
Q3 | $763K | Buy |
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|
2023
Q2 | $784K | Buy |
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|
2023
Q1 | $666K | Buy |
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|
2022
Q4 | $582K | Hold |
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|
2022
Q3 | $543K | Sell |
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|
2022
Q2 | $596K | Hold |
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|
2022
Q1 | $724K | Sell |
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|
2021
Q4 | $822K | Buy |
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|
2021
Q3 | $801K | Hold |
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|
2021
Q2 | $833K | Buy |
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|
2021
Q1 | $732K | Sell |
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|
2020
Q4 | $685K | Sell |
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|
2020
Q3 | $534K | Buy |
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|
2020
Q2 | $504K | Sell |
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|
2020
Q1 | $832K | Sell |
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|
2019
Q4 | $1.28M | Sell |
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|
2019
Q3 | $1.19M | Hold |
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|
2019
Q2 | $1.22M | Buy |
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|
2019
Q1 | $1.04M | Buy |
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|
2018
Q4 | $438K | Hold |
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|
2018
Q3 | $550K | Hold |
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|
2018
Q2 | $531K | Hold |
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|
2018
Q1 | $499K | Buy |
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|
2017
Q4 | – | Sell |
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|
2017
Q3 | $1K | Buy |
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