Meeder Advisory Services’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
2026 Q1	$7.47M	Buy	256,725 +8,204	+3%	+$246K	0.31%	47
2025 Q4	$7.08M	Buy	248,521 +16,603	+7%	+$469K	0.3%	47
2025 Q3	$6.47M	Buy	231,918 +18,499	+9%	+$495K	0.3%	43
2025 Q2	$5.4M	Sell	213,419 -1,320	-0.6%	-$31.2K	0.28%	50
2025 Q1	$5.03M	Buy	214,739 +18,785	+10%	+$479K	0.3%	47
2024 Q4	$5.07M	Buy	195,954 +11,986	+7%	+$319K	0.32%	45
2024 Q3	$4.74M	Buy	183,968 +11,964	+7%	+$297K	0.31%	46
2024 Q2	$4.08M	Buy	172,004 +57,554	+50%	+$1.36M	0.29%	53
2024 Q1	$2.82M	Buy	114,450 +2,266	+2%	+$53.1K	0.29%	59
2023 Q4	$2.65M	Sell	112,184 -2,098	-2%	-$44.2K	0.3%	56
2023 Q3	$2.37M	Sell	114,282 -19,296	-14%	-$423K	0.3%	53
2023 Q2	$2.93M	Buy	133,578 +30,226	+29%	+$630K	0.32%	49
2023 Q1	$2.17M	Buy	103,352 +37,904	+58%	+$815K	0.25%	71
2022 Q4	$1.33M	Buy	+65,448	New	+$1.34M	0.17%	105