Carolinas Wealth Consulting’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
Q2 | – | Sell |
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|
2025
Q1 | $350K | Buy |
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|
2024
Q4 | $385K | Sell |
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|
2024
Q3 | $401K | Buy |
|
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|
2024
Q2 | $369K | Buy |
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|
2024
Q1 | $382K | Sell |
|
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|
2023
Q4 | $368K | Sell |
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|
2023
Q3 | $307K | Buy |
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|
2023
Q2 | $333K | Buy |
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|
2023
Q1 | $299K | Buy |
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|
2022
Q4 | $289K | Buy |
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|
2022
Q3 | $90K | Buy |
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|
2022
Q2 | $92K | Buy |
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|
2022
Q1 | $112K | Sell |
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|
2021
Q4 | $137K | Buy |
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|
2021
Q3 | $134K | Buy |
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|
2021
Q2 | $139K | Buy |
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|
2021
Q1 | $133K | Buy |
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|
2020
Q4 | $119K | Hold |
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|
2020
Q3 | $91K | Sell |
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|
2020
Q2 | $91K | Buy |
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|
2020
Q1 | $72K | Buy |
|