Econ Financial Services’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 | $1.12M | Sell |
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|
2025
Q2 | $1.05M | Buy |
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|
2025
Q1 | $939K | Sell |
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|
2024
Q4 | $1.04M | Sell |
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|
2024
Q3 | $1.08M | Sell |
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|
2024
Q2 | $1.22M | Buy |
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|
2024
Q1 | $1.24M | Sell |
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|
2023
Q4 | $1.57M | Sell |
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|
2023
Q3 | $1.41M | Sell |
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|
2023
Q2 | $2.44M | Sell |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $4.63M | Buy |
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|
2022
Q1 | $5.06M | Buy |
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|
2021
Q4 | $4.61M | Buy |
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|
2019
Q2 | $2.08M | Buy |
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|
2019
Q1 | $1.82M | Sell |
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|
2018
Q4 | $2.52M | Buy |
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