Kathmere Capital Management’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 | $328K | Sell |
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|
2025
Q2 | $297K | Buy |
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|
2025
Q1 | $254K | Buy |
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|
2024
Q4 | $265K | Buy |
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|
2024
Q3 | $263K | Buy |
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|
2024
Q2 | $242K | Buy |
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|
2024
Q1 | $249K | Buy |
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|
2023
Q4 | $239K | Buy |
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|
2023
Q3 | $208K | Buy |
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|
2023
Q2 | $218K | Sell |
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|
2023
Q1 | $209K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $252K | Sell |
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|
2020
Q3 | $235K | Hold |
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|
2020
Q2 | $225K | Buy |
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