Caprock Group’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
Q1
$2.29M Buy
2024
Q4
$2.53M Buy
2024
Q3
$2.38M Buy
2024
Q2
$2.19M Buy
2024
Q1
$424K Sell
2023
Q4
$409K Buy
2023
Q3
$324K Buy
2023
Q2
$342K Sell
2023
Q1
$511K Buy
2022
Q4
$494K Buy