Curtis Advisory 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
Q2 | $480K | Buy |
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|
2025
Q1 | $413K | Sell |
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|
2024
Q4 | $461K | Sell |
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|
2024
Q3 | $480K | Buy |
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|
2024
Q2 | $431K | Buy |
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|
2024
Q1 | $429K | Buy |
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|
2023
Q4 | $324K | Sell |
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|
2023
Q3 | $1.55M | Sell |
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|
2023
Q2 | $2.75M | Buy |
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|
2023
Q1 | $2.41M | Buy |
|
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|
2022
Q4 | $2.1M | Buy |
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|
2022
Q3 | $535K | Sell |
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|
2022
Q2 | $585K | Buy |
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|
2022
Q1 | $635K | Buy |
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|
2021
Q4 | $633K | Sell |
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|
2021
Q3 | $742K | Buy |
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|
2021
Q2 | $625K | Buy |
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|
2021
Q1 | $549K | Sell |
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|
2020
Q4 | $501K | Sell |
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|
2020
Q3 | $410K | Sell |
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|
2020
Q2 | $423K | Sell |
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|
2020
Q1 | $352K | Buy |
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|
2019
Q4 | $441K | Buy |
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