J.W. Cole Advisors’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 | $657K | Buy |
|
|||||
|
2025
Q1 | $505K | Sell |
|
|||||
|
2024
Q4 | $623K | Sell |
|
|||||
|
2024
Q3 | $694K | Sell |
|
|||||
|
2024
Q2 | $642K | Buy |
|
|||||
|
2024
Q1 | $618K | Buy |
|
|||||
|
2023
Q4 | $335K | Buy |
|
|||||
|
2023
Q3 | $274K | Sell |
|
|||||
|
2023
Q2 | $293K | Buy |
|
|||||
|
2023
Q1 | $253K | Sell |
|
|||||
|
2022
Q4 | $257K | Buy |
|
|||||
|
2022
Q3 | $239K | Sell |
|
|||||
|
2022
Q2 | $337K | Buy |
|
|||||
|
2022
Q1 | $380K | Buy |
|
|||||
|
2021
Q4 | $404K | Buy |
|
|||||
|
2021
Q3 | – | Sell |
|
|||||
|
2021
Q2 | $283K | Buy |
|