Centerpoint 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
Q2 | $2.28M | Hold |
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|
2025
Q1 | $2.11M | Hold |
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|
2024
Q4 | $2.33M | Hold |
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|
2024
Q3 | $2.32M | Hold |
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|
2024
Q2 | $2.13M | Hold |
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|
2024
Q1 | $2.22M | Hold |
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|
2023
Q4 | $2.13M | Hold |
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|
2023
Q3 | $1.86M | Hold |
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|
2023
Q2 | $1.97M | Hold |
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|
2023
Q1 | $1.89M | Hold |
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|
2022
Q4 | $1.82M | Buy |
|