Cornerstone Wealth Advisors’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 | $566K | Sell |
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|
2025
Q2 | $529K | Buy |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $529K | Sell |
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|
2024
Q3 | $552K | Buy |
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|
2024
Q2 | $506K | Sell |
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|
2024
Q1 | $540K | Sell |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $466K | Sell |
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|
2023
Q2 | $498K | Sell |
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|
2023
Q1 | $491K | Buy |
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|
2022
Q4 | $471K | Buy |
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|
2022
Q3 | $426K | Sell |
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|
2022
Q2 | $478K | Sell |
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|
2022
Q1 | $609K | Sell |
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|
2021
Q4 | $829K | Sell |
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|
2021
Q3 | $882K | Sell |
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|
2021
Q2 | $969K | Sell |
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|
2021
Q1 | $1.05M | Buy |
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