Global Financial Private Client’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 | – | Sell |
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|
2025
Q1 | $18.6K | Hold |
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|
2024
Q4 | $20.6K | Hold |
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|
2024
Q3 | $20.5K | Hold |
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|
2024
Q2 | $18.9K | Hold |
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|
2024
Q1 | $19.4K | Hold |
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|
2023
Q4 | $18.8K | Hold |
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|
2023
Q3 | $16.3K | Hold |
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|
2023
Q2 | $17.5K | Hold |
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|
2023
Q1 | $16.7K | Hold |
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|
2022
Q4 | $16.1K | Buy |
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|
2022
Q3 | $9.62K | Hold |
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|
2022
Q2 | $9.79K | Hold |
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|
2022
Q1 | $11.9K | Hold |
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|
2021
Q4 | $12.7K | Hold |
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|
2021
Q3 | $12.6K | Hold |
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|
2021
Q2 | $13K | Hold |
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|
2021
Q1 | $12.5K | Hold |
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|
2020
Q4 | $11K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $13.2K | Buy |
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