Madison Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q3 | $463K | Hold |
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|
2023
Q2 | $489K | Buy |
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|
2023
Q1 | $458K | Sell |
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|
2022
Q4 | $473K | Buy |
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|
2022
Q3 | $418K | Buy |
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|
2022
Q2 | $427K | Buy |
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|
2022
Q1 | $498K | Buy |
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|
2021
Q4 | $536K | Buy |
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|
2021
Q3 | $523K | Sell |
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|
2021
Q2 | $569K | Hold |
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|
2021
Q1 | $544K | Buy |
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|
2020
Q4 | $484K | Buy |
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|
2020
Q3 | $370K | Hold |
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|
2020
Q2 | $353K | Sell |
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|
2020
Q1 | $381K | Sell |
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|
2019
Q4 | $1.29M | Buy |
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