IMA Advisory Services’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 | $11.9M | Buy |
|
|||||
|
2025
Q1 | $10.9M | Buy |
|
|||||
|
2024
Q4 | $11.7M | Buy |
|
|||||
|
2024
Q3 | $11.5M | Buy |
|
|||||
|
2023
Q4 | – | Sell |
|
|||||
|
2023
Q3 | $8.19M | Buy |
|
|||||
|
2023
Q2 | $7.96M | Buy |
|
|||||
|
2023
Q1 | $7.53M | Sell |
|
|||||
|
2022
Q4 | $7.33M | Buy |
|
|||||
|
2022
Q3 | $6.62M | Buy |
|
|||||
|
2022
Q2 | $6.83M | Buy |
|
|||||
|
2022
Q1 | $7.83M | Buy |
|
|||||
|
2021
Q4 | $8M | Buy |
|
|||||
|
2021
Q3 | $7.42M | Buy |
|
|||||
|
2021
Q2 | $7.68M | Sell |
|
|||||
|
2021
Q1 | $7.41M | Sell |
|
|||||
|
2020
Q4 | $7M | Sell |
|
|||||
|
2020
Q3 | $5.39M | Sell |
|
|||||
|
2020
Q2 | $5.33M | Buy |
|
|||||
|
2020
Q1 | $2.47M | Buy |
|
|||||
|
2019
Q4 | $2.98M | Buy |
|
|||||
|
2019
Q3 | $2.65M | Buy |
|
|||||
|
2019
Q2 | $2.65M | Buy |
|
|||||
|
2019
Q1 | $2.44M | Buy |
|
|||||
|
2018
Q4 | $2.07M | Buy |
|
|||||
|
2018
Q3 | $1.96M | Sell |
|
|||||
|
2018
Q2 | $1.97M | Buy |
|
|||||
|
2018
Q1 | $1.72M | Buy |
|
|||||
|
2017
Q4 | $1.69M | Buy |
|
|||||
|
2017
Q3 | $1.5M | Buy |
|
|||||
|
2017
Q2 | $1.2M | Buy |
|
|||||
|
2017
Q1 | $989K | Buy |
|