Kingsview Wealth 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
Q2 | $1.39M | Buy |
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|
2025
Q1 | $1.27M | Buy |
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|
2024
Q4 | $1.38M | Buy |
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|
2024
Q3 | $1M | Buy |
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|
2024
Q2 | $838K | Sell |
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|
2024
Q1 | $888K | Sell |
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|
2023
Q4 | $881K | Sell |
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|
2023
Q3 | $818K | Buy |
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|
2023
Q2 | $852K | Sell |
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|
2023
Q1 | $933K | Sell |
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|
2022
Q4 | $976K | Buy |
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|
2022
Q3 | $846K | Sell |
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|
2022
Q2 | $913K | Buy |
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|
2022
Q1 | $1.03M | Buy |
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|
2021
Q4 | $1.11M | Sell |
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|
2021
Q3 | $1.11M | Sell |
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|
2021
Q2 | $1.21M | Sell |
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|
2021
Q1 | $1.25M | Sell |
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|
2020
Q4 | $1.23M | Sell |
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|
2020
Q3 | $948K | Sell |
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|
2020
Q2 | $956K | Sell |
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|
2020
Q1 | $984K | Sell |
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|
2019
Q4 | $1.46M | Buy |
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|
2019
Q3 | $1.32M | Sell |
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|
2019
Q2 | $1.4M | Sell |
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|
2019
Q1 | $1.83M | Buy |
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|
2018
Q4 | $1.54M | Sell |
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|
2018
Q3 | $1.98M | Buy |
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|
2018
Q2 | $1.58M | Buy |
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|
2018
Q1 | $1.16M | Buy |
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|
2017
Q4 | $1.11M | Buy |
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|
2017
Q3 | $909K | Buy |
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|
2017
Q2 | $751K | Sell |
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|
2017
Q1 | $864K | Buy |
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