EH
Equitable Holdings’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.16M | Buy |
85,403
+4,373
| +5% | +$111K | 0.02% | 538 |
|
|
2025
Q1 | $1.9M | Buy |
81,030
+2,400
| +3% | +$56.2K | 0.02% | 522 |
|
|
2024
Q4 | $2.03M | Buy |
78,630
+38,591
| +96% | +$998K | 0.02% | 483 |
|
|
2024
Q3 | $2.06M | Sell |
40,039
-164
| -0.4% | -$8.45K | 0.02% | 482 |
|
|
2024
Q2 | $1.91M | Buy |
40,203
+320
| +0.8% | +$15.2K | 0.02% | 477 |
|
|
2024
Q1 | $1.96M | Buy |
39,883
+536
| +1% | +$26.4K | 0.02% | 447 |
|
|
2023
Q4 | $1.86M | Buy |
39,347
+16,458
| +72% | +$777K | 0.02% | 430 |
|
|
2023
Q3 | $948K | Buy |
22,889
+5,213
| +29% | +$216K | 0.01% | 550 |
|
|
2023
Q2 | $774K | Buy |
17,676
+4,289
| +32% | +$188K | 0.01% | 586 |
|
|
2023
Q1 | $561K | Buy |
13,387
+183
| +1% | +$7.67K | 0.01% | 622 |
|
|
2022
Q4 | $535K | Sell |
13,204
-302
| -2% | -$12.2K | 0.01% | 598 |
|
|
2022
Q3 | $511K | Buy |
13,506
+524
| +4% | +$19.8K | 0.01% | 552 |
|
|
2022
Q2 | $506K | Buy |
12,982
+2,317
| +22% | +$90.3K | 0.01% | 562 |
|
|
2022
Q1 | $505K | Buy |
10,665
+5,707
| +115% | +$270K | 0.01% | 570 |
|
|
2021
Q4 | $508K | Buy |
4,958
+52
| +1% | +$5.33K | 0.01% | 561 |
|
|
2021
Q3 | $491K | Buy |
4,906
+264
| +6% | +$26.4K | 0.01% | 549 |
|
|
2021
Q2 | $484K | Buy |
4,642
+70
| +2% | +$7.3K | 0.01% | 545 |
|
|
2021
Q1 | $456K | Buy |
4,572
+414
| +10% | +$41.3K | 0.01% | 530 |
|
|
2020
Q4 | $370K | Buy |
4,158
+33
| +0.8% | +$2.94K | 0.01% | 521 |
|
|
2020
Q3 | $282K | Sell |
4,125
-500
| -11% | -$34.2K | 0.01% | 525 |
|
|
2020
Q2 | $302K | Sell |
4,625
-400
| -8% | -$26.1K | 0.01% | 505 |
|
|
2020
Q1 | $259K | Buy |
5,025
+1,172
| +30% | +$60.4K | 0.01% | 490 |
|
|
2019
Q4 | $291K | Buy |
+3,853
| New | +$291K | 0.01% | 499 |
|