Calton & Associates’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 | $460K | Sell |
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|
2025
Q1 | $759K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $302K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $418K | Buy |
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|
2021
Q4 | $422K | Hold |
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|
2021
Q3 | $413K | Buy |
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|
2021
Q2 | $431K | Buy |
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|
2021
Q1 | $405K | Sell |
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|
2020
Q4 | $422K | Sell |
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|
2020
Q3 | $383K | Sell |
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|
2020
Q2 | $389K | Buy |
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|
2020
Q1 | $298K | Buy |
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|
2019
Q4 | $382K | Buy |
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|
2019
Q3 | $338K | Buy |
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|
2019
Q2 | $210K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $110K | Buy |
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