Campbell Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $3.97M | Buy |
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|
2024
Q3 | $3.59M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $2.62M | Buy |
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|
2023
Q4 | $1.59M | Buy |
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|
2023
Q3 | $1.23M | Buy |
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|
2023
Q2 | $1.27M | Sell |
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|
2023
Q1 | $1.23M | Sell |
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|
2022
Q4 | $1.23M | Buy |
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|
2022
Q3 | $1.11M | Buy |
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|
2022
Q2 | $667K | Buy |
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|
2022
Q1 | $689K | Sell |
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|
2021
Q4 | $775K | Buy |
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|
2021
Q3 | $661K | Buy |
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|
2021
Q2 | $593K | Sell |
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|
2021
Q1 | $569K | Buy |
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|
2020
Q4 | $498K | Sell |
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|
2020
Q3 | $397K | Buy |
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|
2020
Q2 | $359K | Buy |
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|
2020
Q1 | $263K | Buy |
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|
2019
Q4 | $276K | Sell |
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|
2019
Q3 | $266K | Buy |
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