Consilium Wealth Advisory’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 | $2.24M | Sell |
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|
2025
Q2 | $2.16M | Sell |
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|
2025
Q1 | $2.84M | Sell |
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|
2024
Q4 | $4.1M | Sell |
|
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|
2024
Q3 | $4.14M | Sell |
|
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|
2024
Q2 | $4M | Sell |
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|
2024
Q1 | $5.79M | Sell |
|
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|
2023
Q4 | $7.72M | Buy |
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|
2023
Q3 | $5.21M | Buy |
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|
2023
Q2 | $5.13M | Buy |
|
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|
2023
Q1 | $4.69M | Sell |
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|
2022
Q4 | $5.06M | Buy |
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|
2022
Q3 | $4.25M | Buy |
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|
2022
Q2 | $3.69M | Sell |
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|
2022
Q1 | $5.29M | Sell |
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|
2021
Q4 | $7.12M | Buy |
|