EP Wealth Advisors’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 | $4.35M | Buy |
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|
2025
Q1 | $3.14M | Buy |
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|
2024
Q4 | $3.15M | Buy |
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|
2024
Q3 | $3.03M | Buy |
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|
2024
Q2 | $2.57M | Buy |
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|
2024
Q1 | $2.36M | Sell |
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|
2023
Q4 | $2.5M | Buy |
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|
2023
Q3 | $2.12M | Buy |
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|
2023
Q2 | $2.27M | Sell |
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|
2023
Q1 | $81.8K | Buy |
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|
2022
Q4 | $2.32M | Sell |
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|
2022
Q3 | $2.64M | Sell |
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|
2022
Q2 | $2.91M | Sell |
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|
2022
Q1 | $4.12M | Sell |
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|
2021
Q4 | $4.6M | Buy |
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|
2021
Q3 | $4.03M | Buy |
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|
2021
Q2 | $3.26M | Sell |
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|
2021
Q1 | $3.26M | Buy |
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|
2020
Q4 | $1.26M | Buy |
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|
2020
Q3 | $682K | Buy |
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|
2020
Q2 | $651K | Sell |
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|
2020
Q1 | $695K | Buy |
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|
2019
Q4 | $308K | Sell |
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|
2019
Q3 | $310K | Sell |
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|
2019
Q2 | $321K | Sell |
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|
2019
Q1 | $360K | Sell |
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|
2018
Q4 | $329K | Buy |
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|
2018
Q3 | $236K | Sell |
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|
2018
Q2 | $301K | Buy |
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|
2018
Q1 | $243K | Sell |
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|
2017
Q4 | $308K | Buy |
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|
2016
Q1 | – | Sell |
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|
2015
Q4 | $598K | Buy |
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