Cresset 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 | $4.92M | Sell |
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|
2025
Q1 | $6.67M | Buy |
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|
2024
Q4 | $5.28M | Sell |
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|
2024
Q3 | $5.44M | Sell |
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|
2024
Q2 | $6.27M | Sell |
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|
2024
Q1 | $6.7M | Sell |
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|
2023
Q4 | $6.49M | Buy |
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|
2023
Q3 | $5.59M | Sell |
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|
2023
Q2 | $5.96M | Buy |
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|
2023
Q1 | $5.39M | Sell |
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|
2022
Q4 | $6.18M | Buy |
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|
2022
Q3 | $3.53M | Buy |
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|
2022
Q2 | $3.4M | Buy |
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|
2022
Q1 | $3.79M | Buy |
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|
2021
Q4 | $3.86M | Buy |
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|
2021
Q3 | $2.66M | Buy |
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|
2021
Q2 | $1.51M | Buy |
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|
2021
Q1 | $1.17M | Buy |
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|
2020
Q4 | $1.01M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $47K | Hold |
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|
2018
Q4 | $41K | Buy |
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