Lee Financial’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 | $2.62M | Buy |
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|
2025
Q1 | $2.34M | Buy |
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|
2024
Q4 | $2.41M | Sell |
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|
2024
Q3 | $2.41M | Buy |
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|
2024
Q2 | $2.21M | Buy |
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|
2024
Q1 | $2.2M | Buy |
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|
2023
Q4 | $2.11M | Buy |
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|
2023
Q3 | $1.73M | Buy |
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|
2023
Q2 | $1.8M | Buy |
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|
2023
Q1 | $1.55M | Buy |
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|
2022
Q4 | $1.44M | Sell |
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|
2022
Q3 | $1.64M | Buy |
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|
2022
Q2 | $1.38M | Buy |
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|
2022
Q1 | $52K | Hold |
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|
2021
Q4 | $56K | Hold |
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|
2021
Q3 | $55K | Sell |
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|
2021
Q2 | $85K | Sell |
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|
2021
Q1 | $214K | Sell |
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|
2020
Q4 | $1.2M | Sell |
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|
2020
Q3 | $2.06M | Sell |
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|
2020
Q2 | $3.65M | Sell |
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|
2020
Q1 | $5.38M | Buy |
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|
2019
Q4 | $7.9M | Sell |
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|
2019
Q3 | $7.46M | Sell |
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|
2019
Q2 | $7.78M | Sell |
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|
2019
Q1 | $7.87M | Sell |
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|
2018
Q4 | $6.87M | Buy |
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|
2018
Q3 | $4.36M | Buy |
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|
2018
Q2 | $3.99M | Buy |
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|
2018
Q1 | $3.38M | Buy |
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|
2017
Q4 | $2.82M | Buy |
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|
2017
Q3 | $2.58M | Buy |
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|
2017
Q2 | $2.39M | Buy |
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|
2017
Q1 | $2.08M | Buy |
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|
2016
Q4 | $355K | Buy |
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