Integrated Wealth Concepts’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 | $8.71M | Sell |
|
|||||
|
2025
Q1 | $8.34M | Sell |
|
|||||
|
2024
Q4 | $9.77M | Sell |
|
|||||
|
2024
Q3 | $9.75M | Buy |
|
|||||
|
2024
Q2 | $8.85M | Sell |
|
|||||
|
2024
Q1 | $19.9M | Buy |
|
|||||
|
2023
Q4 | $14.1M | Buy |
|
|||||
|
2023
Q3 | $11.1M | Sell |
|
|||||
|
2023
Q2 | $14.5M | Sell |
|
|||||
|
2023
Q1 | $14.3M | Buy |
|
|||||
|
2022
Q4 | $10.9M | Buy |
|
|||||
|
2022
Q3 | $3.75M | Buy |
|
|||||
|
2022
Q2 | $2.39M | Sell |
|
|||||
|
2022
Q1 | $7.02M | Sell |
|
|||||
|
2021
Q4 | $7.71M | Buy |
|
|||||
|
2021
Q3 | $6.69M | Buy |
|
|||||
|
2021
Q2 | $6.49M | Buy |
|
|||||
|
2021
Q1 | $5.33M | Buy |
|
|||||
|
2020
Q4 | $3.31M | Buy |
|
|||||
|
2020
Q3 | $2.35M | Buy |
|