Freestone Capital Holdings’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 | $342K | Sell |
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|
2025
Q1 | $437K | Sell |
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|
2024
Q4 | $573K | Buy |
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|
2024
Q3 | $442K | Buy |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $398K | Buy |
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|
2023
Q4 | $312K | Buy |
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|
2023
Q3 | $264K | Buy |
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|
2023
Q2 | $266K | Sell |
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|
2023
Q1 | $261K | Buy |
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|
2022
Q4 | $234K | Sell |
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|
2022
Q3 | $323K | Buy |
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|
2022
Q2 | $229K | Sell |
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|
2022
Q1 | $317K | Sell |
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|
2021
Q4 | $624K | Buy |
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|
2021
Q3 | $352K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $77.1K | Buy |
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