CreativeOne 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
Q2 | $375K | Sell |
|
|||||
|
2025
Q1 | $349K | Buy |
|
|||||
|
2024
Q4 | $371K | Buy |
|
|||||
|
2024
Q3 | $357K | Buy |
|
|||||
|
2024
Q2 | $227K | Sell |
|
|||||
|
2024
Q1 | $368K | Buy |
|
|||||
|
2023
Q4 | $226K | Sell |
|
|||||
|
2023
Q3 | $201K | Sell |
|
|||||
|
2023
Q2 | $317K | Sell |
|
|||||
|
2023
Q1 | $325K | Buy |
|
|||||
|
2022
Q4 | $307K | Buy |
|
|||||
|
2022
Q3 | $278K | Sell |
|
|||||
|
2022
Q2 | $364K | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $1.02M | Buy |
|
|||||
|
2021
Q3 | $311K | Sell |
|
|||||
|
2021
Q2 | $372K | Buy |
|
|||||
|
2021
Q1 | $321K | Buy |
|
|||||
|
2020
Q4 | $270K | Buy |
|