Gray 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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | $447K | Buy |
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|
2024
Q3 | $420K | Buy |
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|
2024
Q2 | $371K | Sell |
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|
2024
Q1 | $404K | Sell |
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|
2023
Q4 | $396K | Hold |
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|
2023
Q3 | $347K | Buy |
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|
2023
Q2 | $362K | Sell |
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|
2023
Q1 | $371K | Buy |
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|
2022
Q4 | $355K | Sell |
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|
2022
Q3 | $339K | Sell |
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|
2022
Q2 | $393K | Buy |
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|
2022
Q1 | $476K | Hold |
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|
2021
Q4 | $515K | Hold |
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|
2021
Q3 | $503K | Sell |
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|
2021
Q2 | $539K | Hold |
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|
2021
Q1 | $516K | Hold |
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|
2020
Q4 | $461K | Buy |
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|
2020
Q3 | $349K | Hold |
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|
2020
Q2 | $334K | Sell |
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|
2020
Q1 | $265K | Buy |
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