Forte Capital’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 | $601K | Buy |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $584K | Sell |
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|
2024
Q2 | $548K | Sell |
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|
2024
Q1 | $599K | Buy |
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|
2023
Q4 | $452K | Sell |
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|
2023
Q3 | $397K | Buy |
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|
2023
Q2 | $411K | Buy |
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|
2023
Q1 | $380K | Sell |
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|
2022
Q4 | $369K | Buy |
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|
2022
Q3 | $342K | Sell |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $534K | Sell |
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|
2021
Q4 | $534K | Sell |
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|
2021
Q3 | $550K | Buy |
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|
2021
Q2 | $552K | Buy |
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|
2021
Q1 | $488K | Buy |
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|
2020
Q4 | $429K | Buy |
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|
2020
Q3 | $226K | Sell |
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|
2020
Q2 | $246K | Buy |
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|
2018
Q1 | – | Sell |
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|
2017
Q4 | $216K | Buy |
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|
2017
Q3 | $208K | Buy |
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