Fiduciary Alliance’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 | $594K | Sell |
|
|||||
|
2025
Q2 | $568K | Buy |
|
|||||
|
2025
Q1 | $406K | Buy |
|
|||||
|
2024
Q4 | $390K | Buy |
|
|||||
|
2024
Q3 | $375K | Buy |
|
|||||
|
2024
Q2 | $305K | Sell |
|
|||||
|
2024
Q1 | $321K | Buy |
|
|||||
|
2023
Q4 | $212K | Buy |
|
|||||
|
2023
Q3 | – | Sell |
|
|||||
|
2023
Q2 | $149K | Buy |
|
|||||
|
2023
Q1 | – | Sell |
|
|||||
|
2022
Q4 | $135K | Buy |
|