Carolina Wealth 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 | $1.16M | Sell |
|
|||||
|
2025
Q2 | $4.8M | Buy |
|
|||||
|
2025
Q1 | $4.43M | Buy |
|
|||||
|
2024
Q4 | $4.88M | Sell |
|
|||||
|
2024
Q3 | $5.39M | Sell |
|
|||||
|
2024
Q2 | $5.1M | Buy |
|
|||||
|
2024
Q1 | $4.85M | Buy |
|
|||||
|
2023
Q4 | $4.59M | Sell |
|
|||||
|
2023
Q3 | $4.07M | Sell |
|
|||||
|
2023
Q2 | $4.75M | Buy |
|
|||||
|
2023
Q1 | $4.5M | Sell |
|
|||||
|
2022
Q4 | $4.43M | Sell |
|
|||||
|
2022
Q3 | $4.16M | Buy |
|
|||||
|
2022
Q2 | $4.25M | Buy |
|
|||||
|
2022
Q1 | $4.98M | Buy |
|
|||||
|
2021
Q4 | $5.27M | Buy |
|
|||||
|
2021
Q3 | $5M | Buy |
|
|||||
|
2021
Q2 | $5.15M | Sell |
|
|||||
|
2021
Q1 | $5.22M | Sell |
|
|||||
|
2020
Q4 | $4.86M | Sell |
|
|||||
|
2020
Q3 | $4.16M | Buy |
|
|||||
|
2020
Q2 | $3.82M | Buy |
|
|||||
|
2020
Q1 | $2.99M | Buy |
|
|||||
|
2019
Q4 | $3.63M | Buy |
|