GSB 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 | $19.2K | Sell |
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|
2025
Q2 | $32.5K | Buy |
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|
2025
Q1 | $29.8K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $316K | Sell |
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|
2024
Q2 | $319K | Buy |
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|
2024
Q1 | $330K | Buy |
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|
2023
Q4 | $314K | Buy |
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|
2023
Q3 | $246K | Sell |
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|
2023
Q2 | $309K | Sell |
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|
2023
Q1 | $2.15M | Sell |
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|
2022
Q4 | $2.21M | Sell |
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|
2022
Q3 | $2.21M | Sell |
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|
2022
Q2 | $2.32M | Sell |
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|
2022
Q1 | $2.95M | Buy |
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|
2021
Q4 | $2.69M | Buy |
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|
2021
Q3 | $2.42M | Buy |
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|
2021
Q2 | $2.33M | Buy |
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|
2021
Q1 | $2M | Buy |
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