Chesapeake 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 | $4.86M | Buy |
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|
2025
Q2 | $4.22M | Buy |
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|
2025
Q1 | $3.85M | Buy |
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|
2024
Q4 | $4.2M | Sell |
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|
2024
Q3 | $4.21M | Buy |
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|
2024
Q2 | $3.83M | Buy |
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|
2024
Q1 | $3.96M | Sell |
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|
2023
Q4 | $3.87M | Buy |
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|
2023
Q3 | $3.29M | Buy |
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|
2023
Q2 | $3.45M | Buy |
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|
2023
Q1 | $3.28M | Buy |
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|
2022
Q4 | $3.12M | Buy |
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|
2022
Q3 | $2.9M | Sell |
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|
2022
Q2 | $3.1M | Buy |
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|
2022
Q1 | $3.63M | Buy |
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|
2021
Q4 | $3.92M | Sell |
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|
2021
Q3 | $3.88M | Sell |
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|
2021
Q2 | $4.46M | Sell |
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|
2021
Q1 | $4.29M | Sell |
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|
2020
Q4 | $3.9M | Buy |
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|
2020
Q3 | $2.99M | Buy |
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|
2020
Q2 | $2.8M | Buy |
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|
2020
Q1 | $2.2M | Buy |
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|
2019
Q4 | $3.14M | Buy |
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|
2019
Q3 | $2.81M | Buy |
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|
2019
Q2 | $2.8M | Buy |
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|
2019
Q1 | $2.5M | Buy |
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|
2018
Q4 | $2.17M | Buy |
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|
2018
Q3 | $2.73M | Sell |
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|
2018
Q2 | $2.7M | Sell |
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|
2018
Q1 | $2.76M | Buy |
|