Market Street Wealth Management 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 | $1.02M | Hold |
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|
2025
Q2 | $929K | Hold |
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|
2025
Q1 | $860K | Hold |
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|
2024
Q4 | $949K | Sell |
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|
2024
Q3 | $973K | Hold |
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|
2024
Q2 | $897K | Hold |
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|
2024
Q1 | $931K | Sell |
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|
2023
Q4 | $915K | Sell |
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|
2023
Q3 | $803K | Sell |
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|
2023
Q2 | $902K | Sell |
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|
2023
Q1 | $1.04M | Sell |
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|
2022
Q4 | $1.14M | Sell |
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|
2022
Q3 | $2.34M | Sell |
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|
2022
Q2 | $2.99M | Buy |
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|
2022
Q1 | $2.48M | Sell |
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|
2021
Q4 | $2.99M | Sell |
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|
2021
Q3 | $3.69M | Sell |
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|
2021
Q2 | $3.96M | Sell |
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|
2021
Q1 | $4.24M | Sell |
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|
2020
Q4 | $4.96M | Buy |
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|
2020
Q3 | $3.73M | Buy |
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|
2020
Q2 | $3.48M | Buy |
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|
2020
Q1 | $2.37M | Buy |
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|
2019
Q4 | $2M | Buy |
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|
2019
Q3 | $1.78M | Buy |
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|
2019
Q2 | $736K | Buy |
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|
2019
Q1 | $648K | Buy |
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|
2018
Q4 | $438K | Buy |
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