EPG 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
Q1 | – | Sell |
|
|||||
|
2024
Q4 | $2.48K | Hold |
|
|||||
|
2024
Q3 | $2.47K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $5.86K | Hold |
|
|||||
|
2023
Q4 | $5.45K | Sell |
|
|||||
|
2023
Q3 | $6.05K | Hold |
|
|||||
|
2023
Q2 | $6.39K | Hold |
|
|||||
|
2023
Q1 | $6.12K | Hold |
|
|||||
|
2022
Q4 | $5.91K | Hold |
|
|||||
|
2022
Q3 | $6K | Buy |
|
|||||
|
2022
Q2 | – | Sell |
|
|||||
|
2022
Q1 | $7K | Hold |
|
|||||
|
2021
Q4 | $7K | Hold |
|
|||||
|
2021
Q3 | $7K | Buy |
|
|||||
|
2020
Q2 | – | Sell |
|
|||||
|
2020
Q1 | $3K | Hold |
|
|||||
|
2019
Q4 | $4K | Buy |
|