HCR Wealth Advisors’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 | $348K | Buy |
|
|||||
|
2025
Q2 | $313K | Buy |
|
|||||
|
2025
Q1 | $290K | Buy |
|
|||||
|
2024
Q4 | $320K | Buy |
|
|||||
|
2024
Q3 | $319K | Buy |
|
|||||
|
2024
Q2 | $234K | Hold |
|
|||||
|
2024
Q1 | $242K | Sell |
|
|||||
|
2023
Q4 | $234K | Buy |
|
|||||
|
2021
Q1 | – | Sell |
|
|||||
|
2020
Q4 | $61K | Buy |
|
|||||
|
2020
Q3 | $44K | Sell |
|
|||||
|
2020
Q2 | $49K | Sell |
|
|||||
|
2020
Q1 | $103K | Hold |
|
|||||
|
2019
Q4 | $152K | Buy |
|