Hengehold Capital 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 | $800K | Sell |
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2025
Q2 | $731K | Sell |
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2025
Q1 | $829K | Sell |
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2024
Q4 | $1.16M | Sell |
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2024
Q3 | $1.16M | Sell |
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2024
Q2 | $1.14M | Buy |
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2024
Q1 | $1.18M | Sell |
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2023
Q4 | $1.15M | Buy |
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2023
Q3 | $972K | Buy |
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2023
Q2 | $1.03M | Buy |
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2023
Q1 | $973K | Sell |
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2022
Q4 | $962K | Buy |
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2022
Q3 | $550K | Buy |
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2022
Q2 | $408K | Buy |
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2022
Q1 | $240K | Sell |
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2021
Q4 | $409K | Buy |
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2021
Q3 | $246K | Buy |
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2021
Q2 | $251K | Sell |
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2021
Q1 | $241K | Buy |
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2020
Q1 | – | Sell |
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2019
Q4 | $301K | Sell |
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2019
Q3 | $296K | Sell |
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2019
Q2 | $577K | Buy |
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2019
Q1 | $516K | Buy |
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2018
Q4 | $445K | Buy |
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2018
Q3 | $299K | Buy |
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2018
Q2 | $287K | Buy |
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2018
Q1 | $263K | Buy |
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2017
Q4 | $265K | Sell |
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2017
Q3 | $260K | Buy |
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2017
Q2 | $242K | Buy |
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2017
Q1 | $238K | Sell |
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2016
Q4 | $240K | Buy |
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2014
Q2 | – | Sell |
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2014
Q1 | $675K | Sell |
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2013
Q4 | $1.08M | Sell |
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2013
Q3 | $1.07M | Buy |
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2013
Q2 | $969K | Buy |
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