Columbia Advisory Partners’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 | $341K | Sell |
|
|||||
|
2025
Q2 | $402K | Sell |
|
|||||
|
2025
Q1 | $373K | Sell |
|
|||||
|
2024
Q4 | $423K | Sell |
|
|||||
|
2024
Q3 | $421K | Sell |
|
|||||
|
2024
Q2 | $735K | Sell |
|
|||||
|
2024
Q1 | $1.22M | Buy |
|
|||||
|
2023
Q4 | $854K | Buy |
|
|||||
|
2023
Q3 | $733K | Sell |
|
|||||
|
2023
Q2 | $784K | Sell |
|
|||||
|
2023
Q1 | $764K | Sell |
|
|||||
|
2022
Q4 | $1.1M | Sell |
|
|||||
|
2022
Q3 | $1.11M | Sell |
|
|||||
|
2022
Q2 | $1.5M | Buy |
|
|||||
|
2022
Q1 | $1.76M | Sell |
|
|||||
|
2021
Q4 | $10.1M | Buy |
|