Independent Solutions 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
Q3 | $2.38M | Buy |
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|
2025
Q2 | $2.11M | Buy |
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|
2025
Q1 | $1.83M | Buy |
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|
2024
Q4 | $1.88M | Sell |
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|
2024
Q3 | $2.09M | Sell |
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|
2024
Q2 | $2.02M | Buy |
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|
2024
Q1 | $2.09M | Buy |
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|
2023
Q4 | $1.78M | Sell |
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|
2023
Q3 | $1.75M | Buy |
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|
2023
Q2 | $1.55M | Buy |
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|
2023
Q1 | $1.47M | Sell |
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|
2022
Q4 | $1.48M | Buy |
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|
2022
Q3 | $1.18M | Buy |
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|
2022
Q2 | $1.19M | Sell |
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|
2022
Q1 | $1.91M | Sell |
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|
2021
Q4 | $2.1M | Buy |
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|
2021
Q3 | $2.01M | Buy |
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|
2021
Q2 | $2.09M | Buy |
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|
2021
Q1 | $1.76M | Sell |
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|
2020
Q4 | $1.77M | Sell |
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|
2020
Q3 | $1.61M | Sell |
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|
2020
Q2 | $1.87M | Sell |
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|
2020
Q1 | $1.58M | Buy |
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|
2019
Q4 | $2.16M | Buy |
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