Edge Capital Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $316K | Sell |
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|
2024
Q3 | $297K | Hold |
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|
2024
Q2 | $274K | Hold |
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|
2024
Q1 | $284K | Hold |
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|
2023
Q4 | $272K | Sell |
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|
2023
Q3 | $283K | Sell |
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|
2023
Q2 | $370K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $209K | Buy |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $228K | Buy |
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|
2021
Q1 | $218K | Sell |
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|
2020
Q4 | $221K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $1.02M | Buy |
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|
2019
Q3 | $944K | Buy |
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|
2019
Q2 | $967K | Hold |
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|
2019
Q1 | $946K | Buy |
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|
2018
Q4 | $821K | Buy |
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