MBL 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
Q3 | $1.05M | Hold |
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|
2025
Q2 | $954K | Hold |
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|
2025
Q1 | $883K | Hold |
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|
2024
Q4 | $975K | Hold |
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|
2024
Q3 | $971K | Hold |
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|
2024
Q2 | $894K | Sell |
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|
2024
Q1 | $929K | Hold |
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|
2023
Q4 | $892K | Hold |
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|
2023
Q3 | $782K | Sell |
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|
2023
Q2 | $828K | Hold |
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|
2023
Q1 | $793K | Sell |
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|
2022
Q4 | $790K | Buy |
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|
2022
Q3 | $722K | Buy |
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