Claro 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 | $1.07M | Buy |
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|
2025
Q1 | $981K | Sell |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.07M | Buy |
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|
2024
Q2 | $965K | Buy |
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|
2024
Q1 | $945K | Buy |
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|
2023
Q4 | $859K | Buy |
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|
2023
Q3 | $723K | Sell |
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|
2023
Q2 | $766K | Buy |
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|
2023
Q1 | $670K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $215K | Sell |
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|
2021
Q4 | $215K | Buy |
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