CWA Asset Management 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
Q3 | $846K | Sell |
|
|||||
|
2025
Q2 | $770K | Buy |
|
|||||
|
2025
Q1 | $708K | Hold |
|
|||||
|
2024
Q4 | $782K | Sell |
|
|||||
|
2024
Q3 | $779K | Buy |
|
|||||
|
2024
Q1 | $720K | Hold |
|
|||||
|
2023
Q4 | $690K | Sell |
|
|||||
|
2023
Q3 | $607K | Hold |
|
|||||
|
2023
Q2 | $642K | Buy |
|
|||||
|
2023
Q1 | $613K | Hold |
|
|||||
|
2022
Q4 | $592K | Buy |
|
|||||
|
2022
Q3 | $550K | Sell |
|
|||||
|
2022
Q2 | $600K | Buy |
|
|||||
|
2022
Q1 | $675K | Hold |
|
|||||
|
2021
Q4 | $729K | Hold |
|
|||||
|
2021
Q3 | $713K | Hold |
|
|||||
|
2021
Q2 | $747K | Hold |
|
|||||
|
2021
Q1 | $710K | Hold |
|
|||||
|
2020
Q4 | $634K | Hold |
|
|||||
|
2020
Q3 | $487K | Sell |
|
|||||
|
2020
Q2 | $481K | Hold |
|
|||||
|
2020
Q1 | $379K | Buy |
|
|||||
|
2019
Q4 | $324K | Hold |
|
|||||
|
2019
Q3 | $298K | Hold |
|
|||||
|
2019
Q2 | $307K | Buy |
|