Cerity Partners’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 | $98.4M | Sell |
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|
2025
Q1 | $112M | Buy |
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|
2024
Q4 | $120M | Buy |
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|
2024
Q3 | $116M | Buy |
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|
2024
Q2 | $92M | Buy |
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|
2024
Q1 | $94.1M | Sell |
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|
2023
Q4 | $87.4M | Buy |
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|
2023
Q3 | $81.2M | Buy |
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|
2023
Q2 | $26.6M | Buy |
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|
2023
Q1 | $11.3M | Buy |
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|
2022
Q4 | $10.3M | Buy |
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|
2022
Q3 | $8.89M | Sell |
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|
2022
Q2 | $9.5M | Buy |
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|
2022
Q1 | $8.73M | Sell |
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|
2021
Q4 | $9.8M | Buy |
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|
2021
Q3 | $1.45M | Buy |
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|
2021
Q2 | $1.36M | Buy |
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|
2021
Q1 | $1.26M | Buy |
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|
2020
Q4 | $1.06M | Buy |
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|
2020
Q3 | $253K | Buy |
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|
2020
Q2 | $212K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $245K | Buy |
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|
2019
Q3 | $222K | Buy |
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|
2019
Q2 | $226K | Sell |
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|
2019
Q1 | $234K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $217K | Buy |
|