Everhart Financial Group’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 | $1.97M | Sell |
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|
2025
Q1 | $1.86M | Buy |
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|
2024
Q4 | $2.04M | Sell |
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|
2024
Q3 | $2.56M | Sell |
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|
2024
Q2 | $2.38M | Sell |
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|
2024
Q1 | $2.48M | Sell |
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|
2023
Q4 | $2.42M | Sell |
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|
2023
Q3 | $2.22M | Sell |
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|
2023
Q2 | $2.05M | Sell |
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|
2023
Q1 | $2.63M | Sell |
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|
2022
Q4 | $2.56M | Sell |
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|
2022
Q3 | $2.41M | Buy |
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|
2022
Q2 | $2.48M | Sell |
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|
2022
Q1 | $3.02M | Buy |
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|
2021
Q4 | $3.24M | Sell |
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|
2021
Q3 | $3.22M | Sell |
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|
2021
Q2 | $3.37M | Sell |
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|
2021
Q1 | $3.49M | Sell |
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|
2020
Q4 | $3.42M | Buy |
|