Founders Financial Alliance’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 | $2.85K | Hold |
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|
2025
Q2 | $2.58K | Hold |
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|
2025
Q1 | $2.39K | Hold |
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|
2024
Q4 | $2.64K | Hold |
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|
2024
Q3 | $2.63K | Buy |
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|
2024
Q2 | $664 | Sell |
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|
2024
Q1 | $3.74K | Buy |
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|
2023
Q4 | $661 | Hold |
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|
2023
Q3 | $580 | Sell |
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|
2023
Q2 | $1.43K | Hold |
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|
2023
Q1 | $1.36K | Sell |
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|
2022
Q4 | $2.45K | Hold |
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|
2022
Q3 | $2K | Hold |
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|
2022
Q2 | $2K | Hold |
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|
2022
Q1 | $3K | Hold |
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|
2021
Q4 | $3K | Hold |
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|
2021
Q3 | $3K | Hold |
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|
2021
Q2 | $3K | Buy |
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|
2021
Q1 | $2K | Buy |
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