Compass 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
Q2 | $1.93M | Buy |
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|
2025
Q1 | $1.51M | Sell |
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|
2024
Q4 | $1.67M | Sell |
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|
2024
Q3 | $1.92M | Buy |
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|
2024
Q2 | $1.75M | Sell |
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|
2024
Q1 | $1.84M | Sell |
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|
2023
Q4 | $1.81M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.67M | Buy |
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|
2023
Q1 | $2.46M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $3.99M | Buy |
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|
2022
Q2 | $3.87M | Buy |
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|
2022
Q1 | $2.17M | Buy |
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|
2021
Q4 | $275K | Buy |
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|
2021
Q3 | $267K | Buy |
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|
2021
Q2 | $278K | Buy |
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|
2021
Q1 | $265K | Buy |
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|
2020
Q4 | $236K | Buy |
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