LBMC Investment Advisors’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 | $448K | Sell |
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|
2025
Q2 | $500K | Hold |
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|
2025
Q1 | $463K | Sell |
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|
2024
Q4 | $516K | Buy |
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|
2024
Q3 | $514K | Sell |
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|
2024
Q2 | $480K | Hold |
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|
2024
Q1 | $498K | Buy |
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|
2023
Q4 | $478K | Buy |
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|
2023
Q3 | $406K | Sell |
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|
2023
Q2 | $460K | Buy |
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|
2023
Q1 | $440K | Hold |
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|
2022
Q4 | $425K | Buy |
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|
2022
Q3 | $379K | Sell |
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|
2022
Q2 | $456K | Buy |
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|
2022
Q1 | $383K | Hold |
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|
2021
Q4 | $414K | Sell |
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|
2021
Q3 | $402 | Buy |
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|
2021
Q2 | $398K | Sell |
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|
2021
Q1 | $419K | Buy |
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|
2020
Q4 | $324K | Buy |
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|
2020
Q3 | $225K | Hold |
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|
2020
Q2 | $215K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $249K | Hold |
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|
2019
Q3 | $229K | Hold |
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|
2019
Q2 | $235K | Hold |
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|
2019
Q1 | $230K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $250K | Buy |
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|
2018
Q2 | $236K | Buy |
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