Financial Perspectives’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 | $5.63K | Buy |
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|
2025
Q2 | $5.09K | Hold |
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|
2025
Q1 | $4.7K | Buy |
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|
2024
Q4 | $5.17K | Buy |
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|
2024
Q3 | $5.12K | Hold |
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|
2024
Q2 | $4.68K | Hold |
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|
2024
Q1 | $4.86K | Hold |
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|
2023
Q4 | $4.65K | Buy |
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|
2023
Q3 | $4.06K | Hold |
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|
2023
Q2 | $4.29K | Hold |
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|
2023
Q1 | $4.11K | Hold |
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|
2022
Q4 | $3.97K | Hold |
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|
2022
Q3 | $3.7K | Hold |
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|
2022
Q2 | $3.82K | Hold |
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|
2022
Q1 | $4.64K | Hold |
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|
2021
Q4 | $5.02K | Hold |
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|
2021
Q3 | $4.91K | Hold |
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|
2021
Q2 | $5.11K | Sell |
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|
2021
Q1 | $49K | Buy |
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|
2020
Q4 | $4.36K | Hold |
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|
2020
Q3 | $3.35K | Hold |
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|
2020
Q2 | $3.2K | Hold |
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|
2020
Q1 | $2.52K | Hold |
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|
2019
Q4 | $3.71K | Buy |
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