HHM 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
Q2 | $12.2M | Buy |
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|
2025
Q1 | $10.3M | Sell |
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|
2024
Q4 | $11.5M | Buy |
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|
2024
Q3 | $11.3M | Sell |
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|
2024
Q2 | $10.9M | Sell |
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|
2024
Q1 | $11.6M | Sell |
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|
2023
Q4 | $11.2M | Sell |
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|
2023
Q3 | $10.4M | Sell |
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|
2023
Q2 | $11.5M | Buy |
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|
2023
Q1 | $10.9M | Buy |
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|
2022
Q4 | $9.93M | Buy |
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|
2022
Q3 | $8.76M | Buy |
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|
2022
Q2 | $8.51M | Buy |
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|
2022
Q1 | $9.66M | Sell |
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|
2021
Q4 | $12.1M | Buy |
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|
2021
Q3 | $9.68M | Buy |
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|
2021
Q2 | $8.78M | Buy |
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|
2021
Q1 | $7.49M | Buy |
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|
2020
Q4 | $4.32M | Sell |
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|
2020
Q3 | $3.32M | Buy |
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|
2020
Q2 | $3.02M | Buy |
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|
2020
Q1 | $2.31M | Sell |
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|
2019
Q4 | $3.73M | Buy |
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|
2019
Q3 | $3.15M | Buy |
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|
2019
Q2 | $3.05M | Buy |
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|
2019
Q1 | $2.88M | Buy |
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|
2018
Q4 | $2.41M | Buy |
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