Ferguson Wellman Capital Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $386K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $273K | Hold |
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|
2020
Q3 | $209K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $259K | Hold |
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|
2019
Q3 | $239K | Hold |
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|
2019
Q2 | $245K | Sell |
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|
2019
Q1 | $240K | Sell |
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|
2018
Q4 | $216K | Hold |
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|
2018
Q3 | $271K | Hold |
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|
2018
Q2 | $261K | Hold |
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|
2018
Q1 | $246K | Sell |
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|
2017
Q4 | $275K | Buy |
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|
2017
Q3 | $205K | Buy |
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