Evanson Asset 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
Q3 | $564K | Buy |
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|
2025
Q2 | $509K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $511K | Buy |
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|
2024
Q2 | $411K | Hold |
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|
2024
Q1 | $426K | Buy |
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|
2023
Q4 | $408K | Sell |
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|
2023
Q3 | $366K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $873K | Buy |
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|
2022
Q4 | $843K | Buy |
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|
2022
Q3 | $785K | Sell |
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|
2022
Q2 | $816K | Buy |
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|
2022
Q1 | $605K | Buy |
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|
2021
Q4 | $649K | Sell |
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|
2021
Q3 | $705K | Sell |
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|
2021
Q2 | $726K | Buy |
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|
2021
Q1 | $694K | Buy |
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|
2020
Q4 | $423K | Buy |
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|
2020
Q3 | $324K | Buy |
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|
2020
Q2 | $308K | Buy |
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|
2020
Q1 | $243K | Sell |
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|
2019
Q4 | $448K | Sell |
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|
2019
Q3 | $416K | Buy |
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|
2019
Q2 | $418K | Sell |
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|
2019
Q1 | $545K | Buy |
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|
2018
Q4 | $274K | Buy |
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|
2018
Q3 | $283K | Sell |
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|
2018
Q2 | $330K | Hold |
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|
2018
Q1 | $310K | Buy |
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|
2017
Q4 | $312K | Buy |
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|
2017
Q3 | $301K | Buy |
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|
2017
Q2 | $285K | Buy |
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|
2017
Q1 | $280K | Buy |
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|
2016
Q4 | $272K | Buy |
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|
2016
Q3 | $253K | Sell |
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|
2016
Q2 | $255K | Buy |
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|
2016
Q1 | $227K | Buy |
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