Essex LLC’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 | $9.7M | Buy |
|
|||||
|
2025
Q1 | $8.97M | Sell |
|
|||||
|
2024
Q4 | $10.6M | Sell |
|
|||||
|
2024
Q3 | $10.7M | Buy |
|
|||||
|
2024
Q2 | $9.14M | Sell |
|
|||||
|
2024
Q1 | $9.56M | Buy |
|
|||||
|
2023
Q4 | $8.83M | Buy |
|
|||||
|
2023
Q3 | $6.88M | Buy |
|
|||||
|
2023
Q2 | $7.18M | Buy |
|
|||||
|
2023
Q1 | $6.57M | Hold |
|
|||||
|
2022
Q4 | $6.57M | Sell |
|
|||||
|
2022
Q3 | $6.15M | Buy |
|
|||||
|
2022
Q2 | $6.17M | Buy |
|
|||||
|
2022
Q1 | $7.38M | Buy |
|
|||||
|
2021
Q4 | $7.67M | Buy |
|
|||||
|
2021
Q3 | $7.29M | Buy |
|