Joseph P. Lucia & Associates’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 | $2.47M | Buy |
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|
2025
Q2 | $2.22M | Sell |
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|
2025
Q1 | $2.2M | Sell |
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|
2024
Q4 | $2.47M | Sell |
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|
2024
Q3 | $2.49M | Sell |
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|
2024
Q2 | $2.34M | Sell |
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|
2024
Q1 | $2.52M | Buy |
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|
2023
Q4 | $2.4M | Buy |
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|
2023
Q3 | $2.05M | Buy |
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|
2023
Q2 | $2.17M | Sell |
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|
2023
Q1 | $2.14M | Sell |
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|
2022
Q4 | $2.07M | Sell |
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|
2022
Q3 | $1.98M | Sell |
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|
2022
Q2 | $2.05M | Sell |
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|
2022
Q1 | $2.73M | Buy |
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|
2021
Q4 | $2.93M | Buy |
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|
2021
Q3 | $2.86M | Sell |
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|
2021
Q2 | $3.02M | Sell |
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|
2021
Q1 | $2.91M | Buy |
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|
2020
Q4 | $2.56M | Sell |
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|
2020
Q3 | $2.02M | Sell |
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|
2020
Q2 | $2.05M | Sell |
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|
2020
Q1 | $1.72M | Sell |
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|
2019
Q4 | $2.91M | Sell |
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|
2019
Q3 | $2.79M | Sell |
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|
2019
Q2 | $3.1M | Sell |
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|
2019
Q1 | $33.9K | Buy |
|