Clear Investment Research’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 | $636K | Sell |
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|
2025
Q2 | $577K | Sell |
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|
2025
Q1 | $545K | Sell |
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|
2024
Q4 | $602K | Sell |
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|
2024
Q3 | $600K | Sell |
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|
2024
Q2 | $583K | Buy |
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|
2024
Q1 | $605K | Hold |
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|
2023
Q4 | $581K | Sell |
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|
2023
Q3 | $547K | Sell |
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|
2023
Q2 | $580K | Buy |
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|
2023
Q1 | $519K | Buy |
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|
2022
Q4 | $496K | Buy |
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|
2022
Q3 | $462K | Hold |
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|
2022
Q2 | $476K | Sell |
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|
2022
Q1 | $583K | Buy |
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|
2021
Q4 | $627K | Buy |
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|
2021
Q3 | $612K | Buy |
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|
2021
Q2 | $633K | Sell |
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|
2021
Q1 | $606K | Sell |
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|
2020
Q4 | $542K | Sell |
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|
2020
Q3 | $419K | Sell |
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|
2020
Q2 | $413K | Buy |
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|
2020
Q1 | $300K | Hold |
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|
2019
Q4 | $440K | Buy |
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|
2019
Q3 | $386K | Hold |
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|
2019
Q2 | $395K | Buy |
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|
2019
Q1 | $367K | Buy |
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|
2018
Q4 | $307K | Buy |
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|
2018
Q3 | $371K | Buy |
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|
2018
Q2 | $255K | Hold |
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|
2018
Q1 | $255K | Hold |
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|
2017
Q4 | $257K | Hold |
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|
2017
Q3 | $249K | Sell |
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|
2017
Q2 | $240K | Buy |
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