Castle 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $266K | Hold |
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|
2025
Q2 | $241K | Sell |
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|
2025
Q1 | $229K | Sell |
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|
2024
Q4 | $284K | Hold |
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|
2024
Q3 | $283K | Hold |
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|
2024
Q2 | $261K | Sell |
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|
2024
Q1 | $274K | Hold |
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|
2023
Q4 | $263K | Hold |
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|
2023
Q3 | $231K | Sell |
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|
2023
Q2 | $271K | Sell |
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|
2023
Q1 | $287K | Sell |
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|
2022
Q4 | $295K | Sell |
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|
2022
Q3 | $418K | Sell |
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|
2022
Q2 | $826K | Buy |
|