Fortitude Advisory Group’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 | $468K | Buy |
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|
2025
Q1 | $387K | Sell |
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|
2024
Q4 | $463K | Buy |
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|
2024
Q3 | $455K | Buy |
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|
2024
Q2 | $406K | Buy |
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|
2024
Q1 | $412K | Buy |
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|
2023
Q4 | $351K | Sell |
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|
2023
Q3 | $310K | Sell |
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|
2023
Q2 | $387K | Sell |
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|
2023
Q1 | $429K | Sell |
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|
2022
Q4 | $477K | Buy |
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|
2022
Q3 | $437K | Sell |
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|
2022
Q2 | $454K | Buy |
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|
2022
Q1 | $542K | Buy |
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|
2021
Q4 | $530K | Buy |
|