Forvis Mazars Wealth Advisors’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 | $321K | Sell |
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|
2025
Q1 | $303K | Buy |
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|
2024
Q4 | $328K | Sell |
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|
2024
Q3 | $489K | Sell |
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|
2024
Q2 | $707K | Sell |
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|
2024
Q1 | $751K | Buy |
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|
2023
Q4 | $654K | Sell |
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|
2023
Q3 | $575K | Buy |
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|
2023
Q2 | $335K | Buy |
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|
2023
Q1 | $226K | Sell |
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|
2022
Q4 | $221K | Hold |
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|
2022
Q3 | $206K | Hold |
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|
2022
Q2 | $212K | Buy |
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|
2022
Q1 | $247K | Buy |
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