Cedar Mountain 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 | $9.72K | Hold |
384
| – | – | ﹤0.01% | 217 |
|
|
2025
Q1 | $9K | Hold |
384
| – | – | ﹤0.01% | 210 |
|
|
2024
Q4 | $9.93K | Hold |
384
| – | – | ﹤0.01% | 207 |
|
|
2024
Q3 | $9.89K | Hold |
384
| – | – | ﹤0.01% | 198 |
|
|
2024
Q2 | $9.11K | Hold |
384
| – | – | ﹤0.01% | 194 |
|
|
2024
Q1 | $9.45K | Hold |
384
| – | – | ﹤0.01% | 190 |
|
|
2023
Q4 | $9.07K | Hold |
384
| – | – | ﹤0.01% | 188 |
|
|
2023
Q3 | $7.95K | Sell |
384
-4
| -1% | -$83 | ﹤0.01% | 187 |
|
|
2023
Q2 | $8.5K | Hold |
388
| – | – | ﹤0.01% | 177 |
|
|
2023
Q1 | $8.13K | Hold |
388
| – | – | ﹤0.01% | 177 |
|
|
2022
Q4 | $7.86K | Hold |
388
| – | – | ﹤0.01% | 176 |
|
|
2022
Q3 | $7K | Hold |
388
| – | – | ﹤0.01% | 189 |
|
|
2022
Q2 | $8K | Sell |
388
-12
| -3% | -$247 | ﹤0.01% | 182 |
|
|
2022
Q1 | $9K | Buy |
400
+12
| +3% | +$270 | ﹤0.01% | 184 |
|
|
2021
Q4 | $10K | Sell |
388
-4
| -1% | -$103 | ﹤0.01% | 177 |
|
|
2021
Q3 | $10K | Sell |
392
-168
| -30% | -$4.29K | ﹤0.01% | 168 |
|
|
2021
Q2 | $15K | Hold |
560
| – | – | 0.01% | 136 |
|
|
2021
Q1 | $14K | Sell |
560
-48
| -8% | -$1.2K | ﹤0.01% | 150 |
|
|
2020
Q4 | $14K | Hold |
608
| – | – | 0.01% | 150 |
|
|
2020
Q3 | $10K | Sell |
608
-360
| -37% | -$5.92K | ﹤0.01% | 162 |
|
|
2020
Q2 | $16K | Sell |
968
-56
| -5% | -$926 | 0.01% | 117 |
|
|
2020
Q1 | $13K | Sell |
1,024
-52
| -5% | -$660 | 0.01% | 113 |
|
|
2019
Q4 | $20K | Buy |
+1,076
| New | +$20K | 0.01% | 105 |
|