JMG Financial Group’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 | $1.21M | Sell |
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|
2025
Q1 | $1.13M | Buy |
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|
2024
Q4 | $1.17M | Sell |
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|
2024
Q3 | $1.18M | Buy |
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|
2024
Q2 | $1.09M | Buy |
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|
2024
Q1 | $1.13M | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $208K | Hold |
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|
2023
Q2 | $220K | Sell |
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|
2023
Q1 | $216K | Hold |
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|
2022
Q4 | $209K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $340K | Sell |
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|
2021
Q4 | $426K | Buy |
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|
2021
Q3 | $350K | Buy |
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|
2016
Q2 | – | Sell |
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|
2016
Q1 | $349K | Sell |
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|
2015
Q4 | $2.3M | Sell |
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|
2015
Q3 | $2.5M | Sell |
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|
2015
Q2 | $3.51M | Buy |
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|
2015
Q1 | $3.3M | Buy |
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|
2014
Q4 | $2.18M | Buy |
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|
2014
Q3 | $1.66M | Buy |
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|
2014
Q2 | $1.2M | Buy |
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|
2014
Q1 | $498K | Buy |
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|
2013
Q4 | $294K | Buy |
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|
2013
Q3 | $203K | Buy |
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