Foundations Investment 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 | $1.15M | Buy |
|
|||||
|
2025
Q1 | $775K | Sell |
|
|||||
|
2024
Q4 | $24.5M | Buy |
|
|||||
|
2024
Q3 | $23.6M | Buy |
|
|||||
|
2024
Q2 | $20.2M | Buy |
|
|||||
|
2024
Q1 | $19.2M | Buy |
|
|||||
|
2023
Q4 | $16.1M | Buy |
|
|||||
|
2023
Q3 | $3.99M | Buy |
|
|||||
|
2023
Q2 | $3.42M | Buy |
|
|||||
|
2023
Q1 | $2.74M | Buy |
|
|||||
|
2022
Q4 | $2.41M | Buy |
|
|||||
|
2022
Q3 | $2.03M | Sell |
|
|||||
|
2022
Q2 | $2.11M | Buy |
|
|||||
|
2022
Q1 | $2.35M | Buy |
|
|||||
|
2021
Q4 | $2.35M | Buy |
|
|||||
|
2021
Q3 | $2.28M | Sell |
|
|||||
|
2021
Q2 | $2.33M | Sell |
|
|||||
|
2021
Q1 | $2.3M | Buy |
|