Cascade Investment 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 | $240K | Sell |
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|
2025
Q2 | $315K | Hold |
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|
2025
Q1 | $292K | Hold |
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|
2024
Q4 | $322K | Sell |
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|
2024
Q3 | $323K | Sell |
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|
2024
Q2 | $307K | Hold |
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|
2024
Q1 | $318K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $1.43K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $23.6K | Hold |
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|
2021
Q3 | $23K | Hold |
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|
2021
Q2 | $24K | Hold |
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|
2021
Q1 | $22.9K | Hold |
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|
2020
Q4 | $20.5K | Hold |
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|
2020
Q3 | $15.7K | Hold |
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|
2020
Q2 | $15K | Hold |
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|
2020
Q1 | $11.8K | Hold |
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|
2019
Q4 | $17.4K | Hold |
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|
2019
Q3 | $16K | Hold |
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|
2019
Q2 | $16.4K | Buy |
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