Coldstream Capital Management’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 | $1.56M | Sell |
|
|||||
|
2025
Q1 | $1.56M | Sell |
|
|||||
|
2024
Q4 | $1.73M | Sell |
|
|||||
|
2024
Q3 | $1.79M | Sell |
|
|||||
|
2024
Q2 | $1.89M | Sell |
|
|||||
|
2024
Q1 | $2.52M | Sell |
|
|||||
|
2023
Q4 | $2.59M | Sell |
|
|||||
|
2023
Q3 | $2.32M | Sell |
|
|||||
|
2023
Q2 | $2.49M | Sell |
|
|||||
|
2023
Q1 | $2.61M | Sell |
|
|||||
|
2022
Q4 | $2.73M | Buy |
|
|||||
|
2022
Q2 | $2.66M | Buy |
|
|||||
|
2022
Q1 | $2.71M | Sell |
|
|||||
|
2021
Q4 | $3.04M | Sell |
|
|||||
|
2021
Q3 | $2.63M | Buy |
|
|||||
|
2021
Q2 | $3.3M | Sell |
|
|||||
|
2021
Q1 | $3.59M | Buy |
|
|||||
|
2020
Q4 | $3.19M | Sell |
|
|||||
|
2020
Q3 | $2.48M | Sell |
|
|||||
|
2020
Q2 | $2.61M | Sell |
|
|||||
|
2020
Q1 | $2.23M | Buy |
|
|||||
|
2019
Q4 | $771K | Sell |
|
|||||
|
2019
Q3 | $1.07M | Buy |
|
|||||
|
2019
Q2 | $1.04M | Sell |
|
|||||
|
2019
Q1 | $1.03M | Buy |
|
|||||
|
2018
Q4 | $842K | Buy |
|
|||||
|
2018
Q3 | $928K | Buy |
|
|||||
|
2018
Q2 | $718K | Buy |
|
|||||
|
2018
Q1 | $476K | Buy |
|
|||||
|
2017
Q4 | $457K | Buy |
|
|||||
|
2017
Q3 | $293K | Buy |
|
|||||
|
2017
Q2 | $208K | Buy |
|