Client 1st Advisory Group’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 | $336K | Buy |
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|
2025
Q2 | $259K | Sell |
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|
2025
Q1 | $259K | Hold |
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|
2024
Q4 | $286K | Sell |
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|
2024
Q3 | $346K | Sell |
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|
2024
Q2 | $430K | Sell |
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|
2024
Q1 | $493K | Sell |
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|
2023
Q4 | $595K | Sell |
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|
2023
Q3 | $739K | Sell |
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|
2023
Q2 | $1.36M | Sell |
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|
2023
Q1 | $1.61M | Sell |
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|
2022
Q4 | $2.03M | Sell |
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|
2022
Q3 | $2.79M | Sell |
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|
2022
Q2 | $3.21M | Sell |
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|
2022
Q1 | $4.31M | Buy |
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|
2021
Q4 | $4.61M | Sell |
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|
2021
Q3 | $4.6M | Buy |
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|
2021
Q2 | $4.66M | Buy |
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|
2021
Q1 | $1.71M | Buy |
|