Cozad 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
Q2 | $962K | Hold |
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|
2025
Q1 | $890K | Hold |
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|
2024
Q4 | $983K | Sell |
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|
2024
Q3 | $979K | Hold |
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|
2024
Q2 | $902K | Hold |
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|
2024
Q1 | $936K | Sell |
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|
2023
Q4 | $945K | Sell |
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|
2023
Q3 | $878K | Hold |
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|
2023
Q2 | $928K | Sell |
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|
2023
Q1 | $931K | Hold |
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|
2022
Q4 | $899K | Hold |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $876K | Buy |
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|
2022
Q1 | $978K | Hold |
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|
2021
Q4 | $1.06M | Hold |
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|
2021
Q3 | $1.03M | Hold |
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|
2021
Q2 | $1.08M | Hold |
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|
2021
Q1 | $1.03M | Hold |
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|
2020
Q4 | $919K | Hold |
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|
2020
Q3 | $706K | Sell |
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|
2020
Q2 | $707K | Buy |
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