Cary Street Partners Investment Advisory’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
Q4 | $7.52K | Hold |
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|
2025
Q3 | $7.37K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $155K | Sell |
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|
2023
Q2 | $174K | Buy |
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|
2023
Q1 | $117K | Buy |
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|
2022
Q4 | $113K | Buy |
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|
2020
Q4 | – | Sell |
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|
2020
Q3 | $34K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.76M | Buy |
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|
2018
Q4 | $1.37M | Buy |
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