Evercore 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
Q3 | $201K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Buy |
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|
2019
Q3 | $272K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $154K | Hold |
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|
2017
Q3 | $149K | Hold |
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|
2017
Q2 | $141K | Hold |
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|
2017
Q1 | $139K | Buy |
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|
2016
Q4 | $13K | Hold |
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|
2016
Q3 | $12K | Hold |
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|
2016
Q2 | $12K | Hold |
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|
2016
Q1 | $11K | Hold |
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|
2015
Q4 | $11K | Buy |
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