Joule Financial’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 | $23.1M | Buy |
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|
2025
Q2 | $20.6M | Buy |
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|
2025
Q1 | $15.5M | Sell |
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|
2024
Q4 | $17.3M | Buy |
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|
2024
Q3 | $15.9M | Buy |
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|
2024
Q2 | $14.6M | Buy |
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|
2024
Q1 | $14.7M | Buy |
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|
2023
Q4 | $12.4M | Buy |
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|
2023
Q3 | $10.3M | Buy |
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|
2023
Q2 | $9.98M | Buy |
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|
2023
Q1 | $8.81M | Buy |
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|
2022
Q4 | $6.29M | Buy |
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|
2022
Q3 | $5.24M | Buy |
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|
2022
Q2 | $4.91M | Buy |
|