GHP 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 | $1.09M | Sell |
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|
2025
Q1 | $1.01M | Buy |
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|
2024
Q4 | $1.09M | Buy |
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|
2024
Q3 | $1.05M | Buy |
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|
2024
Q2 | $933K | Buy |
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|
2024
Q1 | $947K | Buy |
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|
2023
Q4 | $866K | Buy |
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|
2023
Q3 | $721K | Sell |
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|
2023
Q2 | $813K | Sell |
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|
2023
Q1 | $817K | Buy |
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|
2022
Q4 | $769K | Buy |
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|
2022
Q3 | $503K | Sell |
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|
2022
Q2 | $527K | Buy |
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|
2022
Q1 | $629K | Sell |
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|
2021
Q4 | $752K | Sell |
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|
2021
Q3 | $760K | Buy |
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|
2021
Q2 | $755K | Buy |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $573K | Buy |
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|
2020
Q3 | $358K | Sell |
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|
2020
Q2 | $370K | Sell |
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|
2020
Q1 | $316K | Sell |
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|
2019
Q4 | $486K | Buy |
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|
2019
Q3 | $425K | Sell |
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|
2019
Q2 | $454K | Sell |
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|
2019
Q1 | $454K | Buy |
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|
2018
Q4 | $391K | Buy |
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|
2018
Q3 | $454K | Buy |
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|
2018
Q2 | $419K | Sell |
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|
2018
Q1 | $397K | Buy |
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|
2017
Q4 | $305K | Buy |
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