Chevy Chase Trust’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 | $481K | Sell |
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|
2025
Q1 | $507K | Buy |
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|
2024
Q4 | $534K | Sell |
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|
2024
Q3 | $569K | Hold |
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|
2024
Q2 | $524K | Sell |
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|
2024
Q1 | $594K | Sell |
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|
2023
Q4 | $614K | Sell |
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|
2023
Q3 | $648K | Hold |
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|
2023
Q2 | $685K | Sell |
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|
2023
Q1 | $702K | Buy |
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|
2022
Q4 | $627K | Hold |
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|
2022
Q3 | $585K | Sell |
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|
2022
Q2 | $647K | Hold |
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|
2022
Q1 | $786K | Sell |
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|
2021
Q4 | $1.13M | Sell |
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|
2021
Q3 | $1.12M | Sell |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.14M | Sell |
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|
2020
Q4 | $1.29M | Buy |
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|
2020
Q3 | $987K | Sell |
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|
2020
Q2 | $968K | Sell |
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|
2020
Q1 | $769K | Sell |
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|
2019
Q4 | $1.34M | Sell |
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|
2019
Q3 | $1.24M | Hold |
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|
2019
Q2 | $1.27M | Sell |
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|
2019
Q1 | $1.29M | Sell |
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|
2018
Q4 | $1.24M | Hold |
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|
2018
Q3 | $1.55M | Hold |
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|
2018
Q2 | $1.5M | Hold |
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|
2018
Q1 | $1.41M | Sell |
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|
2017
Q4 | $1.97M | Buy |
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|
2017
Q3 | $1.8M | Sell |
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|
2017
Q2 | $1.72M | Buy |
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|
2017
Q1 | $1.68M | Sell |
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|
2016
Q4 | $1.69M | Buy |
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|
2016
Q3 | $108K | Hold |
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|
2016
Q2 | $101K | Hold |
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|
2016
Q1 | $98K | Buy |
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|
2015
Q3 | – | Sell |
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|
2015
Q2 | $108K | Hold |
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|
2015
Q1 | $108K | Hold |
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|
2014
Q4 | $103K | Sell |
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|
2014
Q3 | $99K | Buy |
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|
2014
Q2 | $104K | Buy |
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