Meritage Portfolio 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
Q2 | – | Sell |
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|
2025
Q1 | $457K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $262K | Sell |
|
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|
2023
Q4 | $254K | Sell |
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|
2023
Q3 | $487K | Sell |
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|
2023
Q2 | $523K | Sell |
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|
2023
Q1 | $510K | Buy |
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|
2022
Q4 | $490K | Hold |
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|
2022
Q3 | $457K | Hold |
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|
2022
Q2 | $472K | Sell |
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|
2022
Q1 | $576K | Hold |
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|
2021
Q4 | $622K | Sell |
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|
2021
Q3 | $785K | Buy |
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|
2021
Q2 | $655K | Buy |
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|
2021
Q1 | $516K | Buy |
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