Curi RMB Capital’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 | $8.17M | Sell |
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|
2025
Q2 | $8.53M | Sell |
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|
2025
Q1 | $8.89M | Sell |
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|
2024
Q4 | $14.2M | Buy |
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|
2024
Q3 | $13.9M | Sell |
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|
2024
Q2 | $13M | Buy |
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|
2024
Q1 | $13.4M | Buy |
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|
2023
Q4 | $284K | Buy |
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|
2023
Q3 | $213K | Buy |
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|
2023
Q2 | $210K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $516K | Buy |
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|
2019
Q3 | $476K | Buy |
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|
2019
Q2 | $488K | Hold |
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|
2019
Q1 | $477K | Hold |
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|
2018
Q4 | $414K | Buy |
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