Leverty Financial Group’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 | $573K | Buy |
|
|||||
|
2025
Q2 | $477K | Sell |
|
|||||
|
2025
Q1 | $773K | Sell |
|
|||||
|
2024
Q4 | $951K | Buy |
|
|||||
|
2024
Q3 | $873K | Buy |
|
|||||
|
2024
Q2 | $642K | Buy |
|
|||||
|
2024
Q1 | $531K | Buy |
|
|||||
|
2023
Q4 | $484K | Buy |
|
|||||
|
2023
Q3 | $265K | Buy |
|
|||||
|
2023
Q2 | $268K | Sell |
|
|||||
|
2023
Q1 | $257K | Buy |
|
|||||
|
2022
Q4 | $206K | Buy |
|