MML Investors 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 | $11M | Sell |
379,337
-55,217
| -13% | -$1.66M | 0.03% | 509 |
|
|
2025
Q4 | $12.4M | Sell |
434,554
-1,713
| -0.4% | -$48.4K | 0.03% | 501 |
|
|
2025
Q3 | $12.2M | Sell |
436,267
-25,473
| -6% | -$681K | 0.03% | 482 |
|
|
2025
Q2 | $11.7M | Sell |
461,740
-87,483
| -16% | -$2.07M | 0.03% | 471 |
|
|
2025
Q1 | $12.9M | Sell |
549,223
-93,960
| -15% | -$2.39M | 0.04% | 397 |
|
|
2024
Q4 | $16.6M | Sell |
643,183
-2,161
| -0.3% | -$57.5K | 0.06% | 328 |
|
|
2024
Q3 | $16.6M | Buy |
645,344
+8,178
| +1% | +$203K | 0.06% | 306 |
|
|
2024
Q2 | $15.1M | Buy |
637,166
+5,294
| +0.8% | +$125K | 0.06% | 305 |
|
|
2024
Q1 | $15.6M | Sell |
631,872
-15,722
| -2% | -$368K | 0.06% | 301 |
|
|
2023
Q4 | $15.3M | Buy |
647,594
+52,910
| +9% | +$1.12M | 0.07% | 280 |
|
|
2023
Q3 | $12.3M | Buy |
594,684
+96,550
| +19% | +$2.12M | 0.07% | 277 |
|
|
2023
Q2 | $10.9M | Sell |
498,134
-98,352
| -16% | -$2.05M | 0.06% | 309 |
|
|
2023
Q1 | $12.5M | Sell |
596,486
-52,926
| -8% | -$1.14M | 0.09% | 241 |
|
|
2022
Q4 | $13.2M | Buy |
649,412
+141,822
| +28% | +$2.91M | 0.09% | 253 |
|
|
2022
Q3 | $9.59M | Buy |
507,590
+70,034
| +16% | +$1.46M | 0.07% | 264 |
|
|
2022
Q2 | $8.53M | Sell |
437,556
-27,924
| -6% | -$597K | 0.06% | 292 |
|
|
2022
Q1 | $11M | Buy |
465,480
+202,888
| +77% | +$4.79M | 0.08% | 257 |
|
|
2021
Q4 | $6.72M | Buy |
262,592
+18,876
| +8% | +$488K | 0.05% | 348 |
|
|
2021
Q3 | $6.1M | Sell |
243,716
-104,608
| -30% | -$2.66M | 0.05% | 362 |
|
|
2021
Q2 | $9.07M | Buy |
348,324
+28,088
| +9% | +$718K | 0.08% | 268 |
|
|
2021
Q1 | $7.98M | Buy |
320,236
+178,036
| +125% | +$4.38M | 0.08% | 263 |
|
|
2020
Q4 | $3.16M | Buy |
142,200
+19,064
| +15% | +$380K | 0.03% | 431 |
|
|
2020
Q3 | $2.1M | Buy |
123,136
+2,444
| +2% | +$42.1K | 0.03% | 511 |
|
|
2020
Q2 | $1.97M | Buy |
120,692
+16,840
| +16% | +$252K | 0.03% | 508 |
|
|
2020
Q1 | $1.34M | Buy |
103,852
+18,080
| +21% | +$307K | 0.02% | 533 |
|
|
2019
Q4 | $1.62M | Buy |
85,772
+21,940
| +34% | +$397K | 0.02% | 549 |
|
|
2019
Q3 | $1.11M | Sell |
63,832
-18,456
| -22% | -$326K | 0.02% | 636 |
|
|
2019
Q2 | $1.47M | Buy |
82,288
+16
| +0% | +$283 | 0.02% | 588 |
|
|
2019
Q1 | $1.44M | Buy |
82,272
+3,732
| +5% | +$63.9K | 0.02% | 571 |
|
|
2018
Q4 | $1.19M | Buy |
78,540
+28,300
| +56% | +$478K | 0.02% | 593 |
|
|
2018
Q3 | $957K | Buy |
50,240
+19,340
| +63% | +$369K | 0.02% | 683 |
|
|
2018
Q2 | $568K | Buy |
30,900
+12,484
| +68% | +$226K | 0.01% | 788 |
|
|
2018
Q1 | $318K | Buy |
18,416
+4,396
| +31% | +$77.5K | 0.01% | 1047 |
|
|
2017
Q4 | $244K | Sell |
14,020
-716
| -5% | -$12.3K | ﹤0.01% | 1204 |
|
|
2017
Q3 | $248K | Sell |
14,736
-2,892
| -16% | -$46.5K | 0.01% | 1106 |
|
|
2017
Q2 | $282K | Buy |
+17,628
| New | +$278K | 0.01% | 1009 |
|
Other funds holding SCHA
AA
