Empirical Wealth 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
Q2 | $11.5M | Buy |
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|
2025
Q1 | $10.1M | Buy |
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|
2024
Q4 | $10.4M | Sell |
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|
2024
Q3 | $10.6M | Buy |
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|
2024
Q2 | $9.68M | Sell |
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|
2024
Q1 | $10.1M | Sell |
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|
2023
Q4 | $9.84M | Sell |
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|
2023
Q3 | $8.83M | Buy |
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|
2023
Q2 | $9.3M | Buy |
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|
2023
Q1 | $8.39M | Buy |
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|
2022
Q4 | $7.92M | Sell |
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|
2022
Q3 | $7.43M | Buy |
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|
2022
Q2 | $7.58M | Buy |
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|
2022
Q1 | $8.8M | Buy |
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|
2021
Q4 | $8.91M | Buy |
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|
2021
Q3 | $8.67M | Sell |
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|
2021
Q2 | $9.31M | Buy |
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|
2021
Q1 | $2.54M | Sell |
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|
2020
Q4 | $8.2M | Sell |
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|
2020
Q3 | $6.41M | Buy |
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|
2020
Q2 | $5.97M | Buy |
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|
2020
Q1 | $1.34M | Buy |
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|
2019
Q4 | $1.18M | Sell |
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|
2019
Q3 | $1.42M | Buy |
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|
2019
Q2 | $764K | Buy |
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|
2019
Q1 | $658K | Sell |
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|
2018
Q4 | $612K | Sell |
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|
2018
Q3 | $789K | Buy |
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|
2018
Q2 | $454K | Buy |
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|
2018
Q1 | $264K | Buy |
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