Ellevest Inc’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
Q2 | $534K | Buy |
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|
2025
Q1 | $410K | Buy |
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|
2024
Q4 | $452K | Buy |
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|
2024
Q3 | $446K | Sell |
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|
2024
Q2 | $435K | Buy |
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|
2024
Q1 | $397K | Sell |
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|
2023
Q4 | $415K | Sell |
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|
2023
Q3 | $686K | Buy |
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|
2023
Q2 | $681K | Buy |
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|
2023
Q1 | $605K | Buy |
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|
2022
Q4 | $354K | Buy |
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|
2022
Q3 | $58K | Buy |
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|
2022
Q2 | $42K | Buy |
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|
2022
Q1 | $30K | Buy |
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|
2021
Q4 | $12K | Sell |
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|
2021
Q3 | $34K | Buy |
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|
2021
Q2 | $13K | Buy |
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|
2021
Q1 | $12K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q3 | $8K | Sell |
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|
2020
Q2 | $15K | Buy |
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|
2020
Q1 | $6K | Buy |
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|
2019
Q4 | $9K | Sell |
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|
2019
Q3 | $29K | Sell |
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|
2019
Q2 | $67K | Hold |
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|
2019
Q1 | $66K | Buy |
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|
2018
Q4 | $39K | Buy |
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