Elevation Wealth Partners’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 | $1.09M | Buy |
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|
2025
Q2 | $959K | Buy |
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|
2025
Q1 | $873K | Sell |
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|
2024
Q4 | $967K | Sell |
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|
2024
Q3 | $996K | Buy |
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|
2024
Q2 | $904K | Sell |
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|
2024
Q1 | $939K | Sell |
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|
2023
Q4 | $863K | Buy |
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|
2023
Q3 | $321K | Sell |
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|
2023
Q2 | $343K | Buy |
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|
2023
Q1 | $314K | Buy |
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