Johnson Financial Group Inc (Wisconsin)’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 | $103K | Sell |
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|
2025
Q1 | $107K | Buy |
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|
2024
Q4 | $108K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $493 | Sell |
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|
2023
Q4 | $400K | Buy |
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|
2023
Q3 | $10K | Buy |
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|
2023
Q2 | $9.11K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $12K | Hold |
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|
2022
Q1 | $15K | Hold |
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|
2021
Q4 | $16K | Hold |
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|
2021
Q3 | $16K | Hold |
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|
2021
Q2 | $17K | Hold |
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|
2021
Q1 | $16K | Buy |
|