Heartwood 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 | $1.28M | Buy |
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|
2025
Q2 | $1.02M | Buy |
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|
2025
Q1 | $238K | Sell |
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|
2024
Q4 | $270K | Hold |
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|
2024
Q3 | $269K | Hold |
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|
2024
Q2 | $247K | Hold |
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|
2024
Q1 | $257K | Sell |
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|
2023
Q4 | $265K | Sell |
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|
2023
Q3 | $234K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $237K | Hold |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $208K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $326K | Buy |
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