Merit Financial 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
Q3 | $12.2M | Buy |
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|
2025
Q2 | $9.99M | Buy |
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|
2025
Q1 | $3.2M | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $209K | Sell |
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|
2024
Q2 | $225K | Sell |
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|
2024
Q1 | $324K | Buy |
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|
2023
Q4 | $305K | Sell |
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|
2023
Q3 | $279K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $777K | Buy |
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|
2022
Q3 | $512K | Buy |
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|
2022
Q2 | $523K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $257K | Hold |
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|
2020
Q1 | $203K | Hold |
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|
2019
Q4 | $298K | Buy |
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