Destination 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 | $3.08M | Sell |
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|
2025
Q1 | $2.95M | Sell |
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|
2024
Q4 | $3.32M | Sell |
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|
2024
Q3 | $3.45M | Sell |
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|
2024
Q2 | $3.25M | Sell |
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|
2024
Q1 | $3.44M | Sell |
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|
2023
Q4 | $4.95M | Buy |
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|
2023
Q3 | $1.85M | Sell |
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|
2023
Q2 | $2.14M | Sell |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $3.32M | Buy |
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|
2022
Q3 | $2.45M | Sell |
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|
2022
Q2 | $3.25M | Buy |
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|
2022
Q1 | $3.26M | Buy |
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|
2021
Q4 | $3.38M | Sell |
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|
2021
Q3 | $3.31M | Buy |
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|
2021
Q2 | $3.39M | Sell |
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|
2021
Q1 | $3.37M | Sell |
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|
2020
Q4 | $3.68M | Buy |
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|
2020
Q3 | $496K | Sell |
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|
2020
Q2 | $480K | Sell |
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|
2020
Q1 | $413K | Sell |
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|
2019
Q4 | $718K | Buy |
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|
2019
Q3 | $610K | Buy |
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|
2019
Q2 | $611K | Sell |
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|
2019
Q1 | $675K | Sell |
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|
2018
Q4 | $778K | Buy |
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|
2018
Q3 | $897K | Buy |
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|
2018
Q2 | $793K | Sell |
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|
2018
Q1 | $4.47M | Buy |
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|
2017
Q4 | $777K | Buy |
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|
2017
Q3 | $674K | Sell |
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|
2017
Q2 | $643K | Sell |
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|
2017
Q1 | $673K | Sell |
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|
2016
Q4 | $702K | Buy |
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|
2016
Q3 | $579K | Sell |
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|
2016
Q2 | $558K | Buy |
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|
2016
Q1 | $381K | Hold |
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|
2015
Q4 | $381K | Sell |
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|
2015
Q3 | $376K | Sell |
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|
2015
Q2 | $573K | Buy |
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|
2015
Q1 | $449K | Buy |
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|
2014
Q4 | $429K | Buy |
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|
2014
Q3 | $370K | Sell |
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|
2014
Q2 | $443K | Sell |
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|
2014
Q1 | $520K | Buy |
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|
2013
Q4 | $446K | Sell |
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|
2013
Q3 | $419K | Sell |
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|
2013
Q2 | $404K | Buy |
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