Laurel Wealth Advisors (North Carolina)’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 | $6.52M | Buy |
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|
2025
Q1 | $144K | Hold |
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|
2024
Q4 | $159K | Hold |
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|
2024
Q3 | $159K | Hold |
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|
2024
Q2 | $146K | Sell |
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|
2024
Q1 | $157K | Hold |
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|
2023
Q4 | $150K | Hold |
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|
2023
Q3 | $132K | Hold |
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|
2023
Q2 | $139K | Sell |
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|
2023
Q1 | $180K | Sell |
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|
2022
Q4 | $182K | Hold |
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|
2022
Q3 | $170K | Hold |
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|
2022
Q2 | $175K | Hold |
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|
2022
Q1 | $213K | Sell |
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|
2021
Q4 | $285K | Buy |
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|
2021
Q3 | $268K | Sell |
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|
2021
Q2 | $516K | Sell |
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|
2021
Q1 | $507K | Sell |
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|
2020
Q4 | $472K | Sell |
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|
2020
Q3 | $392K | Sell |
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|
2020
Q2 | $391K | Sell |
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|
2020
Q1 | $350K | Sell |
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|
2019
Q4 | $530K | Sell |
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|
2019
Q3 | $551K | Buy |
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|
2019
Q2 | $482K | Buy |
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|
2019
Q1 | $360K | Buy |
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|
2018
Q4 | $266K | Buy |
|