CIA
Cascade Investment Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $315K | Hold |
12,464
| – | – | 0.2% | 100 |
|
|
2025
Q1 | $292K | Hold |
12,464
| – | – | 0.2% | 101 |
|
|
2024
Q4 | $322K | Buy |
12,464
+6,198
| +99% | +$160K | 0.21% | 96 |
|
|
2024
Q3 | $323K | Sell |
6,266
-200
| -3% | -$10.3K | 0.21% | 97 |
|
|
2024
Q2 | $307K | Hold |
6,466
| – | – | 0.21% | 99 |
|
|
2024
Q1 | $318K | Buy |
+6,466
| New | +$318K | 0.21% | 101 |
|
|
2023
Q2 | – | Sell |
-34
| Closed | -$1.43K | – | 195 |
|
|
2023
Q1 | $1.43K | Buy |
+34
| New | +$1.43K | ﹤0.01% | 232 |
|
|
2022
Q1 | – | Sell |
-230
| Closed | -$23.6K | – | 269 |
|
|
2021
Q4 | $23.6K | Hold |
230
| – | – | 0.01% | 204 |
|
|
2021
Q3 | $23K | Hold |
230
| – | – | 0.02% | 199 |
|
|
2021
Q2 | $24K | Hold |
230
| – | – | 0.02% | 200 |
|
|
2021
Q1 | $22.9K | Hold |
230
| – | – | 0.01% | 200 |
|
|
2020
Q4 | $20.5K | Hold |
230
| – | – | 0.02% | 200 |
|
|
2020
Q3 | $15.7K | Hold |
230
| – | – | 0.01% | 199 |
|
|
2020
Q2 | $15K | Hold |
230
| – | – | 0.01% | 195 |
|
|
2020
Q1 | $11.8K | Hold |
230
| – | – | 0.01% | 197 |
|
|
2019
Q4 | $17.4K | Hold |
230
| – | – | 0.01% | 194 |
|
|
2019
Q3 | $16K | Hold |
230
| – | – | 0.01% | 203 |
|
|
2019
Q2 | $16.4K | Buy |
+230
| New | +$16.4K | 0.01% | 192 |
|