HB 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 | $8.03M | Buy |
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|
2025
Q2 | $7.04M | Sell |
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|
2025
Q1 | $7.14M | Buy |
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|
2024
Q4 | $7.72M | Sell |
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|
2024
Q3 | $7.88M | Buy |
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|
2024
Q2 | $6.73M | Sell |
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|
2024
Q1 | $7.12M | Sell |
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|
2023
Q4 | $6.9M | Sell |
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|
2023
Q3 | $6.18M | Buy |
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|
2023
Q2 | $6.47M | Sell |
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|
2023
Q1 | $6.42M | Buy |
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|
2022
Q4 | $6.2M | Buy |
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|
2022
Q3 | $5.51M | Sell |
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|
2022
Q2 | $6.35M | Buy |
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|
2022
Q1 | $3.5M | Buy |
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|
2021
Q4 | $3.67M | Buy |
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