Costello Asset Management’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 | $57.6K | Sell |
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|
2025
Q2 | $74.6K | Buy |
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|
2025
Q1 | $69K | Buy |
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|
2024
Q4 | $75.1K | Buy |
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|
2024
Q3 | $61.9K | Buy |
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|
2024
Q2 | $57K | Sell |
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|
2024
Q1 | $60.7K | Buy |
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|
2023
Q4 | $53.5K | Sell |
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|
2023
Q3 | $64.8K | Hold |
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|
2023
Q2 | $68.5K | Hold |
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|
2023
Q1 | $65.6K | Hold |
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|
2022
Q4 | $63.4K | Hold |
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|
2022
Q3 | $59K | Hold |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $98K | Sell |
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|
2021
Q4 | $108K | Buy |
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|
2021
Q3 | $99K | Buy |
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|
2021
Q2 | $102K | Sell |
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|
2021
Q1 | $101K | Hold |
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|
2020
Q4 | $90K | Sell |
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|
2020
Q3 | $73K | Sell |
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|
2020
Q2 | $70K | Buy |
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