Crescent Grove 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
Q2 | $267K | Hold |
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|
2025
Q1 | $247K | Sell |
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|
2024
Q4 | $800K | Sell |
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|
2024
Q3 | $797K | Hold |
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|
2024
Q2 | $737K | Hold |
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|
2024
Q1 | $762K | Buy |
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|
2023
Q4 | $725K | Buy |
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|
2023
Q3 | $621K | Hold |
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|
2023
Q2 | $657K | Hold |
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|
2023
Q1 | $629K | Hold |
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|
2022
Q4 | $608K | Hold |
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|
2022
Q3 | $567K | Buy |
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