Clearview Wealth 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 | $846K | Buy |
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|
2025
Q1 | $756K | Buy |
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|
2024
Q4 | $816K | Buy |
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|
2024
Q3 | $804K | Buy |
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|
2024
Q2 | $664K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $107K | Sell |
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|
2023
Q1 | $103K | Sell |
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|
2022
Q4 | $114K | Sell |
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|
2022
Q3 | $133K | Sell |
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|
2022
Q2 | $175K | Sell |
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|
2022
Q1 | $2.24M | Sell |
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|
2021
Q4 | $2.57M | Buy |
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|
2021
Q3 | $2.42M | Sell |
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|
2021
Q2 | $2.58M | Buy |
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|
2021
Q1 | $2.16M | Buy |
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