L.J. Altfest & Co’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 | $689K | Buy |
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|
2025
Q2 | $604K | Buy |
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|
2025
Q1 | $520K | Buy |
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|
2024
Q4 | $471K | Buy |
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|
2024
Q3 | $405K | Sell |
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|
2024
Q2 | $502K | Buy |
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|
2024
Q1 | $506K | Sell |
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|
2023
Q4 | $492K | Buy |
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|
2023
Q3 | $406K | Buy |
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|
2023
Q2 | $417K | Buy |
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|
2023
Q1 | $396K | Buy |
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|
2022
Q4 | $379K | Buy |
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|
2022
Q3 | $338K | Buy |
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|
2022
Q2 | $328K | Sell |
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|
2022
Q1 | $402K | Sell |
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|
2021
Q4 | $440K | Buy |
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|
2021
Q3 | $409K | Buy |
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|
2021
Q2 | $424K | Sell |
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|
2021
Q1 | $439K | Sell |
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|
2020
Q4 | $396K | Buy |
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|
2020
Q3 | $288K | Buy |
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|
2020
Q2 | $273K | Sell |
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|
2020
Q1 | $226K | Buy |
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|
2019
Q4 | $330K | Buy |
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|
2019
Q3 | $281K | Buy |
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|
2019
Q2 | $287K | Buy |
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|
2019
Q1 | $279K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $213K | Buy |
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|
2018
Q2 | $206K | Buy |
|