Clearstead 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
Q3 | $97.2K | Hold |
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|
2025
Q2 | $88.1K | Hold |
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|
2025
Q1 | $81.6K | Hold |
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|
2024
Q4 | $90.1K | Sell |
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|
2024
Q3 | $319K | Hold |
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|
2024
Q2 | $294K | Hold |
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|
2024
Q1 | $305K | Hold |
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|
2023
Q4 | $292K | Sell |
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|
2023
Q3 | $265K | Hold |
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|
2023
Q2 | $280K | Buy |
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|
2023
Q1 | $8.22K | Hold |
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|
2022
Q4 | $8K | Hold |
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|
2022
Q3 | $7K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $32K | Buy |
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