Independent Advisor Alliance’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 | – | Sell |
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|
2025
Q1 | $215K | Sell |
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|
2024
Q4 | $3.71M | Buy |
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|
2024
Q3 | $202K | Sell |
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|
2024
Q2 | $332K | Sell |
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|
2024
Q1 | $436K | Buy |
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|
2023
Q4 | $249K | Sell |
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|
2023
Q3 | $265K | Sell |
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|
2023
Q2 | $314K | Sell |
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|
2023
Q1 | $405K | Buy |
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|
2022
Q4 | $360K | Buy |
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|
2022
Q3 | $324K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.4M | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $273K | Buy |
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|
2018
Q4 | $227K | Buy |
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