Lowe Wealth 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 | $39.3K | Buy |
|
|||||
|
2025
Q2 | $33.9K | Hold |
|
|||||
|
2025
Q1 | $31.4K | Hold |
|
|||||
|
2024
Q4 | $34.6K | Buy |
|
|||||
|
2024
Q2 | – | Sell |
|
|||||
|
2024
Q1 | $19.7K | Hold |
|
|||||
|
2023
Q4 | $18.9K | Sell |
|
|||||
|
2023
Q3 | $21.5K | Hold |
|
|||||
|
2023
Q2 | $22.8K | Hold |
|
|||||
|
2023
Q1 | $21.8K | Hold |
|
|||||
|
2022
Q4 | $21.1K | Hold |
|
|||||
|
2022
Q3 | $20K | Hold |
|
|||||
|
2022
Q2 | $20K | Sell |
|
|||||
|
2022
Q1 | $28K | Buy |
|