Facet Wealth Inc’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 | $663K | Buy |
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|
2025
Q1 | $588K | Sell |
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|
2024
Q4 | $812K | Sell |
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|
2024
Q3 | $806K | Buy |
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|
2024
Q2 | $824K | Buy |
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|
2024
Q1 | $601K | Buy |
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|
2023
Q4 | $536K | Buy |
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|
2023
Q3 | $402K | Sell |
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|
2023
Q2 | $478K | Sell |
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|
2023
Q1 | $505K | Sell |
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|
2022
Q4 | $551K | Buy |
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|
2022
Q3 | $390K | Buy |
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|
2022
Q2 | $363K | Buy |
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|
2022
Q1 | $337K | Buy |
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|
2021
Q4 | $354K | Buy |
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|
2021
Q3 | $333K | Buy |
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|
2021
Q2 | $298K | Buy |
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|
2021
Q1 | $261K | Buy |
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