Cahill Financial 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
Q2 | $3.64M | Sell |
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|
2025
Q1 | $3.41M | Sell |
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|
2024
Q4 | $3.94M | Sell |
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|
2024
Q3 | $4.03M | Buy |
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|
2024
Q2 | $3.71M | Buy |
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|
2024
Q1 | $3.85M | Buy |
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|
2023
Q4 | $3.6M | Sell |
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|
2023
Q3 | $3.19M | Sell |
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|
2023
Q2 | $3.43M | Buy |
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|
2023
Q1 | $3.14M | Sell |
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|
2022
Q4 | $3.24M | Sell |
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|
2022
Q3 | $3.79M | Buy |
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|
2022
Q2 | $3.78M | Sell |
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|
2022
Q1 | $4.71M | Sell |
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|
2021
Q4 | $5.2M | Sell |
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|
2021
Q3 | $5.41M | Sell |
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|
2021
Q2 | $6.17M | Buy |
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|
2021
Q1 | $5.8M | Sell |
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|
2020
Q4 | $5.72M | Buy |
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|
2020
Q3 | $1.76M | Buy |
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|
2020
Q2 | $1.68M | Sell |
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|
2020
Q1 | $2.4M | Buy |
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|
2019
Q4 | $3.07M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.83M | Sell |
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|
2019
Q1 | $2.78M | Buy |
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|
2018
Q4 | $2.3M | Buy |
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|
2018
Q3 | $2.83M | Buy |
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|
2018
Q2 | $2.73M | Sell |
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|
2018
Q1 | $2.58M | Sell |
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|
2017
Q4 | $2.61M | Sell |
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|
2017
Q3 | $4.3M | Sell |
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|
2017
Q2 | $4.22M | Buy |
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|
2017
Q1 | $4.13M | Sell |
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|
2016
Q4 | $4.39M | Sell |
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|
2016
Q3 | $4.2M | Buy |
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|
2016
Q2 | $3.93M | Buy |
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|
2016
Q1 | $3.67M | Buy |
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|
2015
Q4 | $3.56M | Buy |
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|
2015
Q3 | $3.24M | Buy |
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|
2015
Q2 | $3.65M | Buy |
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|
2015
Q1 | $3.55M | Buy |
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|
2014
Q4 | $3.29M | Buy |
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|
2014
Q3 | $2.92M | Sell |
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|
2014
Q2 | $3.14M | Buy |
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|
2014
Q1 | $2.94M | Buy |
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|
2013
Q4 | $2.29M | Buy |
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