FAS Wealth Partners’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 | $919K | Buy |
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|
2025
Q2 | $718K | Buy |
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|
2025
Q1 | $545K | Buy |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $576K | Sell |
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|
2024
Q1 | $630K | Sell |
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|
2023
Q4 | $637K | Sell |
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|
2023
Q3 | $577K | Sell |
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|
2023
Q2 | $626K | Buy |
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|
2023
Q1 | $550K | Sell |
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|
2022
Q4 | $805K | Sell |
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|
2022
Q3 | $774K | Sell |
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|
2022
Q2 | $811K | Buy |
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|
2022
Q1 | $917K | Buy |
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|
2021
Q4 | $954K | Sell |
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|
2021
Q3 | $1.09M | Buy |
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|
2021
Q2 | $1.14M | Buy |
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|
2021
Q1 | $999K | Buy |
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|
2020
Q4 | $879K | Sell |
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|
2020
Q3 | $2M | Sell |
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|
2020
Q2 | $2.16M | Sell |
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|
2020
Q1 | $2.01M | Sell |
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|
2019
Q4 | $3.17M | Buy |
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|
2019
Q3 | $2.69M | Buy |
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|
2019
Q2 | $2.69M | Buy |
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|
2019
Q1 | $2.54M | Buy |
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|
2018
Q4 | $2.11M | Sell |
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|
2018
Q3 | $2.69M | Buy |
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|
2018
Q2 | $2.55M | Buy |
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|
2018
Q1 | $2.3M | Buy |
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|
2017
Q4 | $2.21M | Buy |
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|
2017
Q3 | $2.01M | Buy |
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|
2017
Q2 | $1.85M | Buy |
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|
2017
Q1 | $1.74M | Buy |
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|
2016
Q4 | $1.04M | Buy |
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|
2016
Q3 | $788K | Buy |
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|
2016
Q2 | $493K | Buy |
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