MJP Associates’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 | $512K | Buy |
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|
2025
Q2 | $464K | Buy |
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|
2025
Q1 | $399K | Sell |
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|
2024
Q4 | $443K | Buy |
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|
2024
Q3 | $433K | Buy |
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|
2024
Q2 | $396K | Hold |
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|
2024
Q1 | $411K | Sell |
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|
2023
Q4 | $395K | Buy |
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|
2023
Q3 | $334K | Buy |
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|
2023
Q2 | $352K | Hold |
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|
2023
Q1 | $337K | Hold |
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|
2022
Q4 | $326K | Buy |
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|
2022
Q3 | $303K | Buy |
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|
2022
Q2 | $312K | Hold |
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|
2022
Q1 | $379K | Hold |
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|
2021
Q4 | $414K | Hold |
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|
2021
Q3 | $401K | Sell |
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|
2021
Q2 | $418K | Buy |
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|
2021
Q1 | $399K | Sell |
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|
2020
Q4 | $357K | Buy |
|