Dakota 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.75M | Sell |
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|
2025
Q1 | $1.81M | Sell |
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|
2024
Q4 | $2.19M | Buy |
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|
2024
Q3 | $2.14M | Sell |
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|
2024
Q2 | $1.98M | Sell |
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|
2024
Q1 | $2.34M | Buy |
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|
2023
Q4 | $2.12M | Buy |
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|
2023
Q3 | $1.84M | Buy |
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|
2023
Q2 | $978K | Buy |
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|
2023
Q1 | $285K | Buy |
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|
2022
Q4 | $275K | Buy |
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|
2022
Q3 | $240K | Buy |
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|
2022
Q2 | $247K | Sell |
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|
2022
Q1 | $313K | Buy |
|