Coastwise Capital 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 | $1.14M | Buy |
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|
2025
Q2 | $953K | Buy |
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|
2025
Q1 | $840K | Sell |
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|
2024
Q4 | $928K | Buy |
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|
2024
Q3 | $897K | Buy |
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|
2024
Q2 | $780K | Sell |
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|
2024
Q1 | $916K | Sell |
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|
2023
Q4 | $925K | Sell |
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|
2023
Q3 | $851K | Buy |
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|
2023
Q2 | $896K | Buy |
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|
2023
Q1 | $857K | Buy |
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|
2022
Q4 | $747K | Buy |
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|
2022
Q3 | $680K | Buy |
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|
2022
Q2 | $696K | Buy |
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|
2022
Q1 | $728K | Buy |
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