Mather 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
Q2 | $5.86M | Sell |
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|
2025
Q1 | $5.74M | Sell |
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|
2024
Q4 | $7.82M | Sell |
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|
2024
Q3 | $8.02M | Sell |
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|
2024
Q2 | $7.91M | Buy |
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|
2024
Q1 | $7.06M | Sell |
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|
2023
Q4 | $7.06M | Sell |
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|
2023
Q3 | $6.52M | Sell |
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|
2023
Q2 | $7.08M | Sell |
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|
2023
Q1 | $6.81M | Buy |
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|
2022
Q4 | $6.55M | Buy |
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|
2022
Q3 | $5.71M | Buy |
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|
2022
Q2 | $5.47M | Buy |
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|
2022
Q1 | $5.19M | Buy |
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|
2021
Q4 | $5.18M | Buy |
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|
2021
Q3 | $2.32M | Sell |
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|
2021
Q2 | $2.54M | Buy |
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|
2021
Q1 | $2.3M | Hold |
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|
2020
Q4 | $2.06M | Hold |
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|
2020
Q3 | $1.58M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $527K | Buy |
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