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Cary Street Partners Investment Advisory’s Schwab U.S Small- Cap ETF SCHA Stock Holding History

Cary Street Partners Investment Advisory’s Portfolio SCHA Stock Details SCHA Fund Activity
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Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		$7.37K Buy
2023
Q4 		– Sell
2023
Q3 		$155K Sell
2023
Q2 		$174K Buy
2023
Q1 		$117K Buy
2022
Q4 		$113K Buy
2020
Q4 		– Sell
2020
Q3 		$34K Buy
2020
Q1 		– Sell
2019
Q4 		$1.76M Buy
2018
Q4 		$1.37M Buy