Corient Private Wealth’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 | $38.1M | Buy |
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|
2025
Q2 | $7.51M | Sell |
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|
2025
Q1 | $27.7M | Buy |
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|
2024
Q4 | $30.2M | Sell |
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|
2024
Q3 | $30.3M | Buy |
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|
2024
Q2 | $26.6M | Buy |
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|
2024
Q1 | $27.4M | Sell |
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|
2023
Q4 | $26.7M | Buy |
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|
2023
Q3 | $21.9M | Sell |
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|
2023
Q2 | $23.2M | Sell |
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|
2023
Q1 | $22.4M | Buy |
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|
2022
Q4 | $20.6M | Buy |
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