Elgethun Capital Management’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
$180K Sell
2025
Q2
$208K Buy
2025
Q1
$190K Buy
2024
Q4
$191K Buy
2024
Q3
$185K Buy
2024
Q2
$170K Buy
2024
Q1
$170K Buy
2023
Q4
$159K Buy
2023
Q3
$134K Sell
2023
Q2
$143K Buy