Kelleher Financial Advisors’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 | $292K | Hold |
|
|||||
|
2025
Q1 | $271K | Sell |
|
|||||
|
2024
Q4 | $617K | Hold |
|
|||||
|
2024
Q3 | $614K | Hold |
|
|||||
|
2024
Q2 | $566K | Hold |
|
|||||
|
2024
Q1 | $587K | Hold |
|
|||||
|
2023
Q4 | $563K | Hold |
|
|||||
|
2023
Q3 | $494K | Hold |
|
|||||
|
2023
Q2 | $522K | Hold |
|
|||||
|
2023
Q1 | $500K | Buy |
|
|||||
|
2022
Q4 | $315K | Hold |
|
|||||
|
2022
Q3 | $293K | Hold |
|
|||||
|
2022
Q2 | $302K | Buy |
|
|||||
|
2022
Q1 | $320K | Buy |
|
|||||
|
2021
Q4 | $344K | Hold |
|
|||||
|
2021
Q3 | $336K | Hold |
|
|||||
|
2021
Q2 | $350K | Buy |
|
|||||
|
2017
Q3 | – | Sell |
|
|||||
|
2017
Q2 | $520K | Buy |
|