Capital Advisors Inc’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 | $243K | Buy |
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|
2025
Q2 | $210K | Buy |
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|
2025
Q1 | – | Sell |
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|
2024
Q4 | $224K | Sell |
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|
2024
Q3 | $255K | Sell |
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|
2024
Q2 | $240K | Buy |
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|
2024
Q1 | $216K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $220K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $214K | Buy |
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|
2022
Q1 | $223K | Buy |
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|
2021
Q4 | $201K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $334K | Buy |
|