Garde Capital’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.62M | Sell |
193,329
-10,160
| -5% | -$305K | 0.34% | 43 |
|
|
2025
Q4 | $5.8M | Sell |
203,489
-10,146
| -5% | -$287K | 0.36% | 42 |
|
|
2025
Q3 | $5.96M | Buy |
213,635
+371
| +0.2% | +$9.92K | 0.3% | 55 |
|
|
2025
Q2 | $5.4M | Sell |
213,264
-11,718
| -5% | -$277K | 0.29% | 53 |
|
|
2025
Q1 | $5.27M | Sell |
224,982
-3,999
| -2% | -$102K | 0.3% | 52 |
|
|
2024
Q4 | $5.92M | Sell |
228,981
-7,611
| -3% | -$203K | 0.39% | 40 |
|
|
2024
Q3 | $6.09M | Sell |
236,592
-19,396
| -8% | -$482K | 0.4% | 42 |
|
|
2024
Q2 | $6.07M | Sell |
255,988
-24,436
| -9% | -$579K | 0.42% | 40 |
|
|
2024
Q1 | $6.9M | Sell |
280,424
-13,078
| -4% | -$306K | 0.48% | 38 |
|
|
2023
Q4 | $6.93M | Sell |
293,502
-7,346
| -2% | -$155K | 0.53% | 37 |
|
|
2023
Q3 | $6.23M | Sell |
300,848
-4,496
| -1% | -$98.7K | 0.53% | 35 |
|
|
2023
Q2 | $6.69M | Buy |
305,344
+2,290
| +0.8% | +$47.7K | 0.56% | 31 |
|
|
2023
Q1 | $6.35M | Sell |
303,054
-1,084
| -0.4% | -$23.3K | 0.7% | 28 |
|
|
2022
Q4 | $6.16M | Sell |
304,138
-13,154
| -4% | -$270K | 0.74% | 27 |
|
|
2022
Q3 | $6M | Sell |
317,292
-9,600
| -3% | -$201K | 0.78% | 28 |
|
|
2022
Q2 | $6.37M | Sell |
326,892
-17,644
| -5% | -$377K | 0.78% | 25 |
|
|
2022
Q1 | $8.16M | Buy |
344,536
+17,940
| +5% | +$423K | 0.84% | 25 |
|
|
2021
Q4 | $8.36M | Buy |
326,596
+15,756
| +5% | +$408K | 0.82% | 25 |
|
|
2021
Q3 | $7.78M | Sell |
310,840
-2,304
| -0.7% | -$58.5K | 0.8% | 25 |
|
|
2021
Q2 | $8.16M | Buy |
313,144
+1,508
| +0.5% | +$38.6K | 0.84% | 25 |
|
|
2021
Q1 | $7.76M | Sell |
311,636
-3,760
| -1% | -$92.5K | 0.9% | 24 |
|
|
2020
Q4 | $7.02M | Sell |
315,396
-1,992
| -0.6% | -$39.7K | 0.85% | 25 |
|
|
2020
Q3 | $5.42M | Buy |
317,388
+680
| +0.2% | +$11.7K | 0.82% | 25 |
|
|
2020
Q2 | $5.17M | Buy |
316,708
+24,964
| +9% | +$374K | 0.75% | 26 |
|
|
2020
Q1 | $3.76M | Buy |
291,744
+175,136
| +150% | +$2.98M | 0.66% | 27 |
|
|
2019
Q4 | $2.21M | Sell |
116,608
-828
| -0.7% | -$15K | 0.32% | 41 |
|
|
2019
Q3 | $2.05M | Buy |
117,436
+768
| +0.7% | +$13.6K | 0.32% | 42 |
|
|
2019
Q2 | $2.08M | Sell |
116,668
-5,916
| -5% | -$105K | 0.34% | 39 |
|
|
2019
Q1 | $2.14M | Buy |
122,584
+4,892
| +4% | +$83.7K | 0.37% | 35 |
|
|
2018
Q4 | $1.78M | Buy |
117,692
+76,888
| +188% | +$1.3M | 0.32% | 46 |
|
|
2018
Q3 | $701K | Buy |
40,804
+1,308
| +3% | +$24.9K | 0.12% | 94 |
|
|
2018
Q2 | $726K | Buy |
39,496
+13,824
| +54% | +$250K | 0.13% | 88 |
|
|
2018
Q1 | $444K | Buy |
25,672
+3,840
| +18% | +$67.7K | 0.08% | 111 |
|
|
2017
Q4 | $381K | Sell |
21,832
-116
| -0.5% | -$1.99K | 0.07% | 123 |
|
|
2017
Q3 | $370K | Buy |
21,948
+1,608
| +8% | +$25.9K | 0.07% | 121 |
|
|
2017
Q2 | $325K | Buy |
20,340
+888
| +5% | +$14K | 0.08% | 94 |
|
|
2017
Q1 | $306K | Buy |
19,452
+2,312
| +13% | +$36.2K | 0.08% | 85 |
|
|
2016
Q4 | $263K | Sell |
17,140
-1,900
| -10% | -$27.9K | 0.08% | 93 |
|
|
2016
Q3 | $242K | Buy |
19,040
+3,328
| +21% | +$47.2K | 0.08% | 127 |
|
|
2016
Q2 | $212K | Sell |
15,712
-5,576
| -26% | -$74K | 0.07% | 103 |
|
|
2016
Q1 | $277K | Buy |
21,288
+2,232
| +12% | +$27K | 0.09% | 87 |
|
|
2015
Q4 | $248K | Buy |
19,056
+16
| +0.1% | +$214 | 0.09% | 90 |
|
|
2015
Q3 | $242K | Buy |
+19,040
| New | +$262K | 0.08% | 127 |
|
Other funds holding SCHA
AA
