Islay Capital 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 | $25.1K | Hold |
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|
2025
Q2 | $22.8K | Hold |
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|
2025
Q1 | $21.1K | Hold |
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|
2024
Q4 | $23.3K | Sell |
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|
2024
Q3 | $50.5K | Hold |
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|
2024
Q2 | $46.5K | Hold |
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|
2024
Q1 | $48.3K | Hold |
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|
2023
Q4 | $46.3K | Hold |
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|
2023
Q3 | $40.6K | Hold |
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|
2023
Q2 | $42.9K | Hold |
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|
2023
Q1 | $41.1K | Hold |
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|
2022
Q4 | $39.7K | Hold |
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|
2022
Q3 | $37K | Sell |
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|
2022
Q2 | $136K | Hold |
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|
2022
Q1 | $165K | Hold |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $174K | Hold |
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|
2021
Q2 | $181K | Sell |
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|
2021
Q1 | $184K | Hold |
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|
2020
Q4 | $164K | Buy |
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|
2020
Q3 | $111K | Sell |
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|
2020
Q2 | $112K | Sell |
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|
2020
Q1 | $162K | Sell |
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|
2019
Q4 | $737K | Buy |
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