D.B. Root & Company’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 | $234K | Sell |
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|
2025
Q1 | $231K | Buy |
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|
2024
Q4 | $253K | Sell |
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|
2024
Q3 | $253K | Sell |
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|
2024
Q2 | $237K | Buy |
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|
2024
Q1 | $223K | Sell |
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|
2023
Q4 | $260K | Sell |
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|
2023
Q3 | $242K | Sell |
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|
2023
Q2 | $300K | Sell |
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|
2023
Q1 | $328K | Sell |
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|
2022
Q4 | $440K | Sell |
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|
2022
Q3 | $473K | Sell |
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|
2022
Q2 | $545K | Sell |
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|
2022
Q1 | $701K | Sell |
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|
2021
Q4 | $768K | Buy |
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|
2021
Q3 | $746K | Sell |
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|
2021
Q2 | $920K | Buy |
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|
2021
Q1 | $869K | Sell |
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|
2020
Q4 | $813K | Sell |
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|
2020
Q3 | $1.64M | Sell |
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|
2020
Q2 | $1.61M | Sell |
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|
2020
Q1 | $1.29M | Buy |
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|
2019
Q4 | $1.85M | Buy |
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|
2019
Q3 | $1.66M | Buy |
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|
2019
Q2 | $1.66M | Buy |
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|
2019
Q1 | $1.62M | Buy |
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|
2018
Q4 | $1.33M | Buy |
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|
2018
Q3 | $1.44M | Buy |
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|
2018
Q2 | $1.12M | Buy |
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|
2018
Q1 | $932K | Buy |
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|
2017
Q4 | $667K | Buy |
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