Meridian Wealth Management’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 | $6.53M | Sell |
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|
2025
Q2 | $6.28M | Sell |
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|
2025
Q1 | $6.51M | Sell |
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|
2024
Q4 | $9.93M | Sell |
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|
2024
Q3 | $11.2M | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $10.6M | Sell |
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|
2023
Q3 | $9.39M | Buy |
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|
2023
Q2 | $4.65M | Sell |
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|
2023
Q1 | $4.48M | Buy |
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|
2022
Q4 | $4.28M | Sell |
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|
2022
Q3 | $3.99M | Sell |
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|
2022
Q2 | $5.95M | Buy |
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|
2022
Q1 | $1.64M | Buy |
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|
2021
Q4 | $1.68M | Sell |
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|
2021
Q3 | $1.66M | Sell |
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|
2021
Q2 | $1.74M | Sell |
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|
2021
Q1 | $1.69M | Sell |
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|
2020
Q4 | $1.58M | Buy |
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|
2020
Q3 | $1.16M | Sell |
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|
2020
Q2 | $1.23M | Sell |
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|
2020
Q1 | $1.45M | Sell |
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|
2019
Q4 | $2.15M | Buy |
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|
2019
Q3 | $1.95M | Buy |
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|
2019
Q2 | $19.8K | Sell |
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|
2019
Q1 | $2.06M | Sell |
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|
2018
Q4 | $1.82M | Sell |
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|
2018
Q3 | $2.58M | Buy |
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|
2018
Q2 | $2.43M | Sell |
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|
2018
Q1 | $2.31M | Sell |
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|
2017
Q4 | $2.57M | Buy |
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|
2017
Q3 | $2.36M | Sell |
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|
2017
Q2 | $5.33M | Sell |
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|
2017
Q1 | $5.64M | Sell |
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|
2016
Q4 | $5.52M | Buy |
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