Kozak & Associates’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 | $219K | Buy |
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|
2025
Q1 | $183K | Hold |
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|
2024
Q4 | $219K | Sell |
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|
2024
Q3 | $220K | Buy |
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|
2024
Q2 | $201K | Buy |
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|
2024
Q1 | $206K | Buy |
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|
2023
Q4 | $191K | Hold |
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|
2023
Q3 | $171K | Hold |
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|
2023
Q2 | $186K | Hold |
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|
2023
Q1 | $177K | Hold |
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|
2022
Q4 | $171K | Hold |
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|
2022
Q3 | $163K | Hold |
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|
2022
Q2 | $165K | Buy |
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|
2022
Q1 | $194K | Sell |
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|
2021
Q4 | $194K | Hold |
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|
2021
Q3 | $230K | Buy |
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|
2020
Q4 | $206K | Buy |
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