Cassady Schiller Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $27.3K | Sell |
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|
2024
Q3 | $30.7K | Buy |
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|
2024
Q2 | $28K | Sell |
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|
2024
Q1 | $45.8K | Buy |
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|
2023
Q4 | $27.9K | Sell |
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|
2023
Q3 | $25.1K | Sell |
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|
2023
Q2 | $31.7K | Sell |
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|
2023
Q1 | $38.9K | Buy |
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|
2022
Q4 | $37K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $26K | Buy |
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