Jeppson 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 | $413K | Hold |
|
|||||
|
2025
Q2 | $374K | Sell |
|
|||||
|
2025
Q1 | $353K | Hold |
|
|||||
|
2024
Q4 | $389K | Sell |
|
|||||
|
2024
Q3 | $390K | Hold |
|
|||||
|
2024
Q2 | $359K | Sell |
|
|||||
|
2024
Q1 | $431K | Sell |
|
|||||
|
2023
Q4 | $417K | Sell |
|
|||||
|
2023
Q3 | $370K | Sell |
|
|||||
|
2023
Q2 | $392K | Buy |
|
|||||
|
2023
Q1 | $351K | Sell |
|
|||||
|
2022
Q4 | $340K | Sell |
|
|||||
|
2022
Q3 | $334K | Buy |
|
|||||
|
2022
Q2 | $298K | Buy |
|
|||||
|
2022
Q1 | $332K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $219K | Hold |
|
|||||
|
2021
Q2 | $228K | Hold |
|
|||||
|
2021
Q1 | $218K | Buy |
|
|||||
|
2020
Q4 | – | Sell |
|
|||||
|
2020
Q3 | $150K | Buy |
|