Capital Investment 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
Q3 | $557K | Buy |
|
|||||
|
2025
Q2 | $381K | Sell |
|
|||||
|
2025
Q1 | $355K | Buy |
|
|||||
|
2024
Q4 | $255K | Buy |
|
|||||
|
2024
Q3 | $238K | Sell |
|
|||||
|
2024
Q2 | $222K | Buy |
|
|||||
|
2024
Q1 | $214K | Sell |
|
|||||
|
2023
Q4 | $279K | Buy |
|
|||||
|
2023
Q3 | $239K | Buy |
|
|||||
|
2023
Q2 | $234K | Buy |
|
|||||
|
2023
Q1 | $205K | Sell |
|
|||||
|
2022
Q4 | $261K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $208K | Buy |
|
|||||
|
2019
Q2 | – | Sell |
|
|||||
|
2019
Q1 | $218K | Sell |
|
|||||
|
2018
Q4 | $210K | Buy |
|
|||||
|
2018
Q3 | $221K | Sell |
|
|||||
|
2018
Q2 | $220K | Buy |
|