Exencial 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
Q3 | $1.73M | Buy |
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|
2025
Q2 | $1.52M | Buy |
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|
2025
Q1 | $1.4M | Buy |
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|
2024
Q4 | $1.44M | Sell |
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|
2024
Q3 | $1.6M | Sell |
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|
2024
Q2 | $1.59M | Sell |
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|
2024
Q1 | $1.8M | Sell |
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|
2023
Q4 | $1.92M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $225K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $258K | Buy |
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|
2021
Q1 | $239K | Buy |
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