Howe & Rusling’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 | $771K | Buy |
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|
2025
Q1 | $534K | Buy |
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|
2024
Q4 | $568K | Buy |
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|
2024
Q3 | $564K | Buy |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $585K | Buy |
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|
2023
Q4 | $486K | Sell |
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|
2023
Q3 | $432K | Buy |
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|
2023
Q2 | $436K | Sell |
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|
2023
Q1 | $436K | Buy |
|
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|
2022
Q4 | $50.7K | Buy |
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|
2022
Q3 | $8K | Sell |
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|
2022
Q2 | $22K | Buy |
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|
2022
Q1 | $3K | Sell |
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|
2021
Q4 | $4K | Sell |
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|
2021
Q3 | $31K | Sell |
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|
2021
Q2 | $252K | Buy |
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|
2021
Q1 | $167K | Hold |
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|
2020
Q4 | $149K | Buy |
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|
2020
Q3 | $60K | Buy |
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|
2020
Q2 | $48K | Hold |
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|
2020
Q1 | $38K | Buy |
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|
2019
Q4 | $2K | Sell |
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|
2019
Q3 | $10K | Sell |
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|
2019
Q2 | $115K | Sell |
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|
2019
Q1 | $154K | Sell |
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|
2018
Q4 | $219K | Sell |
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|
2018
Q3 | $1.62M | Buy |
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|
2018
Q2 | $1.31M | Buy |
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|
2018
Q1 | $958K | Buy |
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|
2017
Q4 | $835K | Sell |
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|
2017
Q3 | $1.31M | Buy |
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|
2017
Q2 | $1.21M | Sell |
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|
2017
Q1 | $1.26M | Buy |
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|
2016
Q4 | $1.06M | Buy |
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|
2016
Q3 | $897K | Sell |
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|
2016
Q2 | $845K | Buy |
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|
2016
Q1 | $530K | Buy |
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|
2015
Q4 | $299K | Buy |
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|
2015
Q3 | $280K | Buy |
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|
2015
Q2 | $283K | Buy |
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|
2015
Q1 | $273K | Buy |
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|
2014
Q4 | $234K | Sell |
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|
2014
Q3 | $243K | Sell |
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|
2014
Q2 | $275K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $204K | Buy |
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|
2013
Q3 | $145K | Hold |
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|
2013
Q2 | $132K | Buy |
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