Keystone 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
Q3 | $261K | Hold |
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|
2025
Q2 | $237K | Sell |
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|
2025
Q1 | $221K | Sell |
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|
2024
Q4 | $290K | Sell |
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|
2024
Q3 | $289K | Sell |
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|
2024
Q2 | $268K | Buy |
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|
2024
Q1 | $276K | Buy |
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|
2023
Q4 | $265K | Buy |
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|
2023
Q3 | $232K | Sell |
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|
2023
Q2 | $247K | Sell |
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|
2023
Q1 | $237K | Buy |
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|
2022
Q4 | $229K | Buy |
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|
2022
Q3 | $213K | Buy |
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|
2022
Q2 | $220K | Sell |
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|
2022
Q1 | $357K | Sell |
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|
2021
Q4 | $662K | Buy |
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