Kestra Private Wealth Services’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 | $576K | Buy |
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|
2025
Q1 | $470K | Buy |
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|
2024
Q4 | $479K | Buy |
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|
2024
Q3 | $476K | Buy |
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|
2024
Q2 | $410K | Buy |
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|
2024
Q1 | $343K | Sell |
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|
2023
Q4 | $402K | Buy |
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|
2023
Q3 | $306K | Sell |
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|
2023
Q2 | $403K | Buy |
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|
2023
Q1 | $226K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $765K | Buy |
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|
2021
Q4 | $818K | Buy |
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|
2021
Q3 | $788K | Hold |
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|
2021
Q2 | $820K | Buy |
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|
2021
Q1 | $749K | Buy |
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|
2020
Q4 | $670K | Sell |
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|
2020
Q3 | $554K | Buy |
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