IHT Wealth 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
Q2 | $2.15M | Sell |
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|
2025
Q1 | $2.39M | Sell |
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|
2024
Q4 | $2.72M | Sell |
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|
2024
Q3 | $5.37M | Buy |
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|
2024
Q2 | $3.01M | Buy |
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|
2024
Q1 | $3.06M | Buy |
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|
2023
Q4 | $2.09M | Buy |
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|
2023
Q3 | $1.81M | Buy |
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|
2023
Q2 | $1.91M | Buy |
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|
2023
Q1 | $1.82M | Sell |
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|
2022
Q4 | $1.8M | Sell |
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|
2022
Q3 | $1.74M | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $248K | Buy |
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|
2018
Q1 | $71K | Hold |
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|
2017
Q4 | $74K | Hold |
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|
2017
Q3 | $71K | Buy |
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|
2017
Q2 | $67 | Sell |
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|
2017
Q1 | $21K | Buy |
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|
2016
Q4 | $0 | Buy |
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