Evolution Advisers’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 | $54K | Hold |
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|
2025
Q1 | $50K | Hold |
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|
2024
Q4 | $55K | Hold |
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|
2024
Q3 | $55K | Sell |
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|
2024
Q2 | $53K | Sell |
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|
2024
Q1 | $96K | Hold |
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|
2023
Q4 | $91K | Hold |
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|
2023
Q3 | $80K | Buy |
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|
2023
Q2 | $83K | Sell |
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|
2023
Q1 | $80K | Hold |
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|
2022
Q4 | $77K | Buy |
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|
2022
Q3 | $45K | Sell |
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|
2022
Q2 | $54K | Buy |
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|
2022
Q1 | $59K | Buy |
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|
2021
Q4 | $2K | Buy |
|