Modera 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
Q2 | $4.94M | Sell |
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|
2025
Q1 | $4.69M | Sell |
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|
2024
Q4 | $5.32M | Sell |
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|
2024
Q3 | $5.47M | Sell |
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|
2024
Q2 | $5.1M | Buy |
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|
2024
Q1 | $5.27M | Sell |
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|
2023
Q4 | $5.11M | Buy |
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|
2023
Q3 | $4.29M | Sell |
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|
2023
Q2 | $4.69M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $240K | Sell |
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|
2021
Q3 | $242K | Buy |
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