Kathleen S. Wright 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 | $223K | Sell |
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|
2025
Q2 | $209K | Sell |
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|
2025
Q1 | $212K | Sell |
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|
2024
Q4 | $242K | Buy |
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|
2024
Q3 | $226K | Buy |
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|
2024
Q2 | $197K | Buy |
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|
2024
Q1 | $192K | Buy |
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|
2023
Q4 | $175K | Buy |
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|
2023
Q3 | $141K | Buy |
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|
2023
Q2 | $147K | Buy |
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|
2023
Q1 | $132K | Sell |
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|
2022
Q4 | $146K | Buy |
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|
2022
Q3 | $125K | Buy |
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|
2022
Q2 | $121K | Buy |
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|
2022
Q1 | $65K | Buy |
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|
2021
Q4 | $59K | Buy |
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