Evensky & Katz’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 | $450K | Sell |
|
|||||
|
2025
Q2 | $429K | Sell |
|
|||||
|
2025
Q1 | $408K | Buy |
|
|||||
|
2024
Q4 | $449K | Buy |
|
|||||
|
2024
Q3 | $446K | Buy |
|
|||||
|
2024
Q2 | $408K | Buy |
|
|||||
|
2024
Q1 | $423K | Sell |
|
|||||
|
2023
Q4 | $421K | Sell |
|
|||||
|
2023
Q3 | $370K | Sell |
|
|||||
|
2023
Q2 | $397K | Buy |
|
|||||
|
2023
Q1 | $379K | Sell |
|
|||||
|
2022
Q4 | $627K | Buy |
|
|||||
|
2022
Q3 | $582K | Sell |
|
|||||
|
2022
Q2 | $620K | Sell |
|
|||||
|
2022
Q1 | $754K | Buy |
|
|||||
|
2021
Q4 | $811K | Buy |
|
|||||
|
2021
Q3 | $770K | Sell |
|
|||||
|
2021
Q2 | $802K | Sell |
|
|||||
|
2021
Q1 | $786K | Sell |
|
|||||
|
2020
Q4 | $845K | Sell |
|
|||||
|
2020
Q3 | $696K | Buy |
|
|||||
|
2020
Q2 | $493K | Sell |
|
|||||
|
2020
Q1 | $437K | Sell |
|
|||||
|
2019
Q4 | $650K | Sell |
|
|||||
|
2019
Q3 | $2.9M | Buy |
|
|||||
|
2019
Q2 | $2.96M | Sell |
|
|||||
|
2019
Q1 | $3.95M | Sell |
|
|||||
|
2018
Q4 | $2.61M | Sell |
|
|||||
|
2018
Q3 | $3.34M | Sell |
|
|||||
|
2018
Q2 | $3.24M | Sell |
|
|||||
|
2018
Q1 | $3.07M | Buy |
|
|||||
|
2017
Q4 | $3.04M | Buy |
|
|||||
|
2017
Q3 | $2.59M | Buy |
|
|||||
|
2017
Q2 | $2.02M | Sell |
|
|||||
|
2017
Q1 | $2.05M | Sell |
|
|||||
|
2016
Q4 | $2.16M | Buy |
|
|||||
|
2016
Q3 | $2.13M | Sell |
|
|||||
|
2016
Q2 | $3.19M | Sell |
|
|||||
|
2016
Q1 | $4.05M | Buy |
|
|||||
|
2015
Q4 | $4.05M | Sell |
|
|||||
|
2015
Q3 | $4.22M | Sell |
|
|||||
|
2015
Q2 | $5.82M | Buy |
|
|||||
|
2015
Q1 | $5.82M | Sell |
|
|||||
|
2014
Q4 | $6.13M | Sell |
|
|||||
|
2014
Q3 | $6.04M | Buy |
|
|||||
|
2014
Q2 | $9K | Sell |
|
|||||
|
2014
Q1 | $12K | Sell |
|
|||||
|
2013
Q4 | $14K | Buy |
|
|||||
|
2013
Q3 | $12K | Buy |
|
|||||
|
2013
Q2 | $10K | Buy |
|