Cutler Investment Counsel’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 | $5.07M | Sell |
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|
2025
Q2 | $4.62M | Buy |
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|
2025
Q1 | $3.84M | Sell |
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|
2024
Q4 | $4.28M | Buy |
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|
2024
Q3 | $4.05M | Sell |
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|
2024
Q2 | $3.81M | Buy |
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|
2024
Q1 | $3.77M | Buy |
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|
2023
Q4 | $3.16M | Buy |
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|
2023
Q3 | $2.69M | Buy |
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|
2023
Q2 | $2.75M | Sell |
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|
2023
Q1 | $2.68M | Buy |
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|
2022
Q4 | $2.29M | Sell |
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|
2022
Q3 | $2.26M | Buy |
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|
2022
Q2 | $2.21M | Buy |
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|
2022
Q1 | $2.58M | Buy |
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|
2021
Q4 | $220K | Buy |
|