Creegan & Nassoura Financial Group’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 | $3.01M | Sell |
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|
2025
Q2 | $3.27M | Sell |
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|
2025
Q1 | $3.03M | Hold |
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|
2024
Q4 | $3.35M | Sell |
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|
2024
Q3 | $3.42M | Sell |
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|
2024
Q2 | $3.16M | Sell |
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|
2024
Q1 | $3.28M | Hold |
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|
2023
Q4 | $3.15M | Sell |
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|
2023
Q3 | $2.76M | Sell |
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|
2023
Q2 | $2.95M | Sell |
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|
2023
Q1 | $2.82M | Sell |
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|
2022
Q4 | $2.73M | Buy |
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|
2022
Q3 | $2.55M | Buy |
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|
2022
Q2 | $2.62M | Buy |
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|
2022
Q1 | $3.19M | Buy |
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|
2021
Q4 | $1.99M | Sell |
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|
2021
Q3 | $1.95M | Hold |
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|
2021
Q2 | $2.03M | Sell |
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|
2021
Q1 | $2.01M | Sell |
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|
2020
Q4 | $1.84M | Sell |
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|
2020
Q3 | $1.41M | Sell |
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|
2020
Q2 | $1.36M | Sell |
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|
2020
Q1 | $1.1M | Buy |
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|
2019
Q4 | $1.61M | Buy |
|