IEQ Capital’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 | $1.97M | Buy |
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|
2025
Q1 | $1.43M | Sell |
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|
2024
Q4 | $1.71M | Buy |
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|
2024
Q3 | $771K | Sell |
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|
2024
Q2 | $750K | Buy |
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|
2024
Q1 | $286K | Buy |
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|
2023
Q4 | $258K | Sell |
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|
2023
Q3 | $227K | Sell |
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|
2023
Q2 | $539K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q4 | $203K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $257K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $968K | Buy |
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