Financial Counselors 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 | – | Sell |
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|
2025
Q1 | $7.73M | Buy |
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|
2024
Q4 | $8.46M | Buy |
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|
2024
Q3 | $8.31M | Hold |
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|
2024
Q2 | $7.66M | Sell |
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|
2024
Q1 | $7.95M | Sell |
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|
2023
Q4 | $7.72M | Hold |
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|
2023
Q3 | $6.77M | Hold |
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|
2023
Q2 | $7.16M | Buy |
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|
2023
Q1 | $6.85M | Hold |
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|
2022
Q4 | $6.61M | Buy |
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|
2022
Q3 | $4.48M | Hold |
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|
2022
Q2 | $4.62M | Buy |
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|
2022
Q1 | $5.59M | Hold |
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|
2021
Q4 | $6.04M | Sell |
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|
2021
Q3 | $6.09M | Buy |
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|
2021
Q2 | $6.24M | Hold |
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|
2021
Q1 | $5.97M | Sell |
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|
2020
Q4 | $5.33M | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $464K | Hold |
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|
2019
Q3 | $428K | Sell |
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|
2019
Q2 | $450K | Hold |
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|
2019
Q1 | $440K | Sell |
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|
2018
Q4 | $596K | Buy |
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|
2018
Q3 | $720K | Hold |
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|
2018
Q2 | $695K | Sell |
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|
2018
Q1 | $833K | Sell |
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|
2017
Q4 | $894K | Sell |
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|
2017
Q3 | $956K | Sell |
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|
2017
Q2 | $917K | Sell |
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|
2017
Q1 | $951K | Sell |
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|
2016
Q4 | $982K | Buy |
|