Level Four Advisory Services’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 | $662K | Buy |
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|
2025
Q1 | $514K | Buy |
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|
2024
Q4 | $560K | Sell |
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|
2024
Q3 | $581K | Buy |
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|
2024
Q2 | $543K | Sell |
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|
2024
Q1 | $624K | Hold |
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|
2023
Q4 | $624K | Buy |
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|
2023
Q3 | $480K | Buy |
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|
2023
Q2 | $477K | Buy |
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|
2023
Q1 | $403K | Buy |
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|
2022
Q4 | $359K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $2.17M | Buy |
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|
2018
Q2 | $1.77M | Buy |
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|
2018
Q1 | $1.04M | Buy |
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|
2017
Q4 | $394K | Buy |
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|
2017
Q3 | $311K | Buy |
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