IFS 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 | $1.46M | Buy |
|
|||||
|
2025
Q2 | $1.27M | Sell |
|
|||||
|
2025
Q1 | $5.98M | Buy |
|
|||||
|
2024
Q4 | $6.51M | Sell |
|
|||||
|
2024
Q3 | $6.63M | Buy |
|
|||||
|
2024
Q2 | $6.07M | Buy |
|
|||||
|
2024
Q1 | $6.11M | Sell |
|
|||||
|
2023
Q4 | $5.91M | Buy |
|
|||||
|
2023
Q3 | $1.61M | Buy |
|
|||||
|
2022
Q1 | – | Sell |
|
|||||
|
2021
Q4 | $5.48M | Sell |
|
|||||
|
2021
Q3 | $6.37M | Buy |
|
|||||
|
2021
Q2 | $6.06M | Buy |
|
|||||
|
2021
Q1 | $5.42M | Buy |
|