Geneos Wealth Management’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 | $336K | Sell |
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|
2025
Q2 | $5.13M | Sell |
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|
2025
Q1 | $10.3M | Buy |
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|
2024
Q4 | $6.83M | Sell |
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|
2024
Q3 | $7M | Buy |
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|
2024
Q2 | $5.15M | Buy |
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|
2024
Q1 | $5.23M | Buy |
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|
2023
Q4 | $223K | Buy |
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|
2023
Q3 | $186K | Buy |
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|
2023
Q2 | $383K | Buy |
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|
2023
Q1 | $85.5K | Sell |
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|
2022
Q4 | $171K | Buy |
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|
2022
Q3 | $135K | Sell |
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|
2022
Q2 | $142K | Buy |
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|
2022
Q1 | $117K | Sell |
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|
2021
Q4 | $231K | Buy |
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|
2021
Q3 | $219K | Buy |
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|
2021
Q2 | $113K | Sell |
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|
2021
Q1 | $172K | Hold |
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|
2020
Q4 | $163K | Buy |
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|
2020
Q3 | $64K | Buy |
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|
2020
Q2 | $55K | Sell |
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|
2020
Q1 | $54K | Sell |
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|
2019
Q4 | $82K | Sell |
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|
2019
Q3 | $78K | Buy |
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|
2019
Q2 | $76K | Buy |
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|
2019
Q1 | $41K | Sell |
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|
2018
Q4 | $48K | Sell |
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|
2018
Q3 | $62K | Buy |
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|
2018
Q2 | $35K | Hold |
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|
2018
Q1 | $33K | Sell |
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|
2017
Q4 | $34K | Buy |
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|
2017
Q3 | $30K | Buy |
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|
2017
Q2 | $12K | Buy |
|