Capital Advantage’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 | $274K | Buy |
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|
2025
Q2 | $247K | Sell |
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|
2025
Q1 | $552K | Hold |
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|
2024
Q4 | $552K | Sell |
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|
2024
Q3 | $590K | Buy |
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|
2024
Q2 | $516K | Buy |
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|
2024
Q1 | $525K | Sell |
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|
2023
Q4 | $532K | Buy |
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|
2023
Q3 | $430K | Sell |
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|
2023
Q2 | $474K | Sell |
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|
2023
Q1 | $471K | Sell |
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|
2022
Q4 | $492K | Buy |
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|
2022
Q3 | $459K | Buy |
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|
2022
Q2 | $471K | Buy |
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|
2022
Q1 | $569K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $666K | Buy |
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|
2020
Q4 | $573K | Sell |
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|
2020
Q3 | $482K | Sell |
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|
2020
Q2 | $455K | Sell |
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|
2020
Q1 | $461K | Sell |
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|
2019
Q4 | $661K | Sell |
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|
2019
Q3 | $693K | Buy |
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|
2019
Q1 | $742K | Sell |
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|
2018
Q4 | $723K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $1.14M | Buy |
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|
2015
Q2 | $688K | Buy |
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|
2015
Q1 | $474K | Buy |
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|
2014
Q4 | $217K | Buy |
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