Duncker Streett & Co’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 | $1.57M | Sell |
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|
2025
Q1 | $1.58M | Buy |
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|
2024
Q4 | $1.74M | Buy |
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|
2024
Q3 | $1.73M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.71M | Buy |
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|
2023
Q4 | $1.64M | Buy |
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|
2023
Q3 | $1.44M | Buy |
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|
2023
Q2 | $1.52M | Sell |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $1.33M | Sell |
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|
2022
Q2 | $1.38M | Sell |
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|
2022
Q1 | $1.69M | Sell |
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|
2021
Q4 | $2.02M | Buy |
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|
2021
Q3 | $1.97M | Buy |
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|
2021
Q2 | $2.05M | Sell |
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|
2021
Q1 | $1.99M | Buy |
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|
2020
Q4 | $1.77M | Buy |
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|
2020
Q3 | $1.26M | Buy |
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|
2020
Q2 | $1.2M | Buy |
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|
2020
Q1 | $725K | Buy |
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|
2019
Q4 | $1.05M | Buy |
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|
2019
Q3 | $936K | Buy |
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|
2019
Q2 | $946K | Buy |
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|
2019
Q1 | $782K | Buy |
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|
2018
Q4 | $491K | Buy |
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|
2018
Q3 | $582K | Buy |
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|
2018
Q2 | $304K | Buy |
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|
2018
Q1 | $236K | Buy |
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|
2017
Q4 | $186K | Buy |
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|
2017
Q3 | $179K | Buy |
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|
2017
Q2 | $102K | Buy |
|