EverSource Wealth Advisors’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 | $252K | Buy |
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|
2025
Q1 | $14.8K | Sell |
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|
2024
Q4 | $137K | Buy |
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|
2024
Q3 | $57.3K | Hold |
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|
2024
Q2 | $57.2K | Buy |
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|
2024
Q1 | $11K | Sell |
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|
2023
Q4 | $23.1K | Buy |
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|
2023
Q3 | $20K | Sell |
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|
2023
Q2 | $33.6K | Buy |
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|
2023
Q1 | $21.9K | Hold |
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|
2022
Q4 | $21.1K | Sell |
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|
2022
Q3 | $30K | Buy |
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|
2022
Q2 | $18K | Buy |
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|
2022
Q1 | $21K | Hold |
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|
2021
Q4 | $23K | Buy |
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