Marcum Wealth’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
Q1 | $48.6M | Sell |
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|
2024
Q4 | $54.1M | Sell |
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|
2024
Q3 | $57M | Sell |
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|
2024
Q2 | $53.5M | Sell |
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|
2024
Q1 | $57.2M | Sell |
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|
2023
Q4 | $56.1M | Sell |
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|
2023
Q3 | $50M | Sell |
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|
2023
Q2 | $54M | Sell |
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|
2023
Q1 | $53.3M | Sell |
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|
2022
Q4 | $52.4M | Buy |
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|
2022
Q3 | $47.1M | Sell |
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|
2022
Q2 | $50.8M | Buy |
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|
2022
Q1 | $56.2M | Buy |
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|
2021
Q4 | $45.3M | Buy |
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|
2021
Q3 | $40.6M | Buy |
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|
2021
Q2 | $40.8M | Buy |
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|
2021
Q1 | $35.4M | Sell |
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|
2020
Q4 | $37.5M | Buy |
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|
2020
Q3 | $26.6M | Sell |
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|
2020
Q2 | $31M | Sell |
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|
2020
Q1 | $39M | Buy |
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|
2019
Q4 | $9.64M | Buy |
|