Grimes & Company’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 | $1.35M | Sell |
|
|||||
|
2025
Q1 | $1.58M | Sell |
|
|||||
|
2024
Q4 | $1.83M | Buy |
|
|||||
|
2024
Q3 | $1.81M | Buy |
|
|||||
|
2024
Q2 | $1.32M | Buy |
|
|||||
|
2024
Q1 | $1.32M | Buy |
|
|||||
|
2023
Q4 | $1.12M | Buy |
|
|||||
|
2023
Q3 | $895K | Sell |
|
|||||
|
2023
Q2 | $947K | Sell |
|
|||||
|
2023
Q1 | $1.07M | Sell |
|
|||||
|
2022
Q4 | $1.08M | Buy |
|
|||||
|
2022
Q3 | $921K | Buy |
|
|||||
|
2022
Q2 | $878K | Sell |
|
|||||
|
2022
Q1 | $4.3M | Sell |
|
|||||
|
2021
Q4 | $7.53M | Buy |
|
|||||
|
2021
Q3 | $7.29M | Buy |
|
|||||
|
2021
Q2 | $7.55M | Buy |
|
|||||
|
2021
Q1 | $6.99M | Sell |
|
|||||
|
2020
Q4 | $6.29M | Buy |
|
|||||
|
2020
Q3 | $4.62M | Sell |
|
|||||
|
2020
Q2 | $5.52M | Buy |
|
|||||
|
2020
Q1 | $359K | Sell |
|
|||||
|
2019
Q4 | $6.07M | Buy |
|
|||||
|
2019
Q3 | $2.79M | Buy |
|
|||||
|
2019
Q2 | $2.54M | Sell |
|
|||||
|
2019
Q1 | $4.24M | Buy |
|
|||||
|
2018
Q4 | $573K | Sell |
|
|||||
|
2018
Q3 | $2.67M | Buy |
|
|||||
|
2018
Q2 | $2.55M | Buy |
|
|||||
|
2018
Q1 | $1.83M | Buy |
|
|||||
|
2017
Q4 | $1.82M | Buy |
|
|||||
|
2017
Q3 | $1.71M | Buy |
|
|||||
|
2017
Q2 | $1.62M | Sell |
|
|||||
|
2017
Q1 | $1.61M | Buy |
|
|||||
|
2016
Q4 | $1.55M | Buy |
|
|||||
|
2016
Q3 | $1.44M | Buy |
|
|||||
|
2016
Q2 | $1.3M | Buy |
|