CBIZ Investment Advisory Services’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
Q2
$40.2K Hold
2025
Q1
$37.2K Hold
2024
Q4
$41.1K Hold
2024
Q3
$40.9K Hold
2024
Q2
$37.8K Buy
2021
Q1
Hold
2020
Q4
Hold
2020
Q3
Hold
2020
Q2
Hold
2020
Q1
Hold
2019
Q4
Hold