Continuum 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 | $396K | Buy |
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|
2025
Q2 | $355K | Buy |
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|
2025
Q1 | $172K | Sell |
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|
2024
Q4 | $235K | Sell |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $248K | Sell |
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|
2024
Q1 | $262K | Sell |
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|
2023
Q4 | $1.4M | Sell |
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|
2023
Q3 | $1.87M | Sell |
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|
2023
Q2 | $2.09M | Buy |
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|
2023
Q1 | $1.97M | Sell |
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|
2022
Q4 | $2M | Sell |
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|
2022
Q3 | $2.18M | Buy |
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|
2022
Q2 | $2.22M | Buy |
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|
2022
Q1 | $2.43M | Sell |
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|
2021
Q4 | $3.04M | Buy |
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|
2021
Q3 | $2.41M | Buy |
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|
2021
Q2 | $364K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $266K | Sell |
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|
2019
Q3 | $265K | Sell |
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|
2019
Q2 | $289K | Buy |
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|
2019
Q1 | $244K | Sell |
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|
2018
Q4 | $222K | Sell |
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|
2018
Q3 | $277K | Sell |
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|
2018
Q2 | $275K | Buy |
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|
2018
Q1 | $254K | Sell |
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|
2017
Q4 | $279K | Sell |
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|
2017
Q3 | $275K | Buy |
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|
2017
Q2 | $226K | Buy |
|