Element Wealth’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 | $2.91M | Sell |
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|
2025
Q2 | $2.75M | Sell |
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|
2025
Q1 | $2.6M | Sell |
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|
2024
Q4 | $2.94M | Sell |
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|
2024
Q3 | $2.93M | Sell |
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|
2024
Q2 | $2.74M | Sell |
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|
2024
Q1 | $2.86M | Sell |
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|
2023
Q4 | $2.75M | Sell |
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|
2023
Q3 | $2.44M | Buy |
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|
2023
Q2 | $2.57M | Sell |
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|
2023
Q1 | $2.47M | Sell |
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|
2022
Q4 | $2.45M | Sell |
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|
2022
Q3 | $2.32M | Sell |
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|
2022
Q2 | $2.4M | Sell |
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|
2022
Q1 | $2.94M | Sell |
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|
2021
Q4 | $3.27M | Sell |
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|
2021
Q3 | $3.92M | Buy |
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|
2021
Q2 | $4.07M | Sell |
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|
2021
Q1 | $3.95M | Sell |
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|
2020
Q4 | $3.57M | Sell |
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|
2020
Q3 | $2.94M | Sell |
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|
2020
Q2 | $3.1M | Buy |
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|
2020
Q1 | $2.39M | Sell |
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|
2019
Q4 | $3.53M | Buy |
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