Evermay 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
Q2 | $532K | Sell |
|
|||||
|
2025
Q1 | $625K | Sell |
|
|||||
|
2024
Q4 | $716K | Sell |
|
|||||
|
2024
Q3 | $722K | Hold |
|
|||||
|
2024
Q2 | $667K | Sell |
|
|||||
|
2024
Q1 | $715K | Buy |
|
|||||
|
2023
Q4 | $679K | Buy |
|
|||||
|
2023
Q3 | $564K | Sell |
|
|||||
|
2023
Q2 | $599K | Buy |
|
|||||
|
2023
Q1 | $573K | Sell |
|
|||||
|
2022
Q4 | $558K | Buy |
|
|||||
|
2022
Q3 | $503K | Buy |
|
|||||
|
2022
Q2 | $486K | Buy |
|
|||||
|
2022
Q1 | $536K | Sell |
|
|||||
|
2021
Q4 | $600K | Hold |
|
|||||
|
2021
Q3 | $586K | Sell |
|
|||||
|
2021
Q2 | $1.22M | Buy |
|
|||||
|
2021
Q1 | $1.15M | Sell |
|
|||||
|
2020
Q4 | $1.03M | Sell |
|
|||||
|
2020
Q3 | $815K | Sell |
|
|||||
|
2020
Q2 | $916K | Sell |
|
|||||
|
2020
Q1 | $825K | Sell |
|
|||||
|
2019
Q4 | $2.86M | Sell |
|
|||||
|
2019
Q3 | $2.64M | Sell |
|
|||||
|
2019
Q2 | $2.73M | Sell |
|
|||||
|
2019
Q1 | $2.69M | Buy |
|
|||||
|
2018
Q4 | $2.31M | Buy |
|
|||||
|
2018
Q3 | $1.94M | Buy |
|
|||||
|
2018
Q2 | $1.85M | Buy |
|
|||||
|
2018
Q1 | $1.72M | Buy |
|
|||||
|
2017
Q4 | $1.17M | Buy |
|
|||||
|
2017
Q3 | $660K | Sell |
|
|||||
|
2017
Q2 | $659K | Sell |
|
|||||
|
2017
Q1 | $737K | Buy |
|
|||||
|
2016
Q4 | $674K | Buy |
|
|||||
|
2016
Q3 | $620K | Sell |
|
|||||
|
2016
Q2 | $582K | Buy |
|
|||||
|
2016
Q1 | $553K | Buy |
|