Curi Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q1 | – | Sell |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $10.2M | Sell |
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|
2023
Q2 | $12.4M | Buy |
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|
2023
Q1 | $11.9M | Sell |
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|
2022
Q4 | $11.9M | Buy |
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|
2022
Q3 | $9.66M | Buy |
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|
2022
Q2 | $6.39M | Buy |
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|
2022
Q1 | $7.11M | Buy |
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|
2021
Q4 | $7.57M | Buy |
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|
2021
Q3 | $6.44M | Buy |
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|
2021
Q2 | $5.96M | Buy |
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|
2021
Q1 | $4.96M | Buy |
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|
2020
Q4 | $3.93M | Buy |
|