Modus Advisors’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 | $218K | Sell |
|
|||||
|
2025
Q1 | $202K | Sell |
|
|||||
|
2024
Q4 | $231K | Sell |
|
|||||
|
2024
Q3 | $230K | Sell |
|
|||||
|
2024
Q2 | $232K | Hold |
|
|||||
|
2024
Q1 | $240K | Hold |
|
|||||
|
2023
Q4 | $231K | Sell |
|
|||||
|
2023
Q3 | $350K | Buy |
|
|||||
|
2023
Q2 | $370K | Sell |
|
|||||
|
2023
Q1 | $395K | Hold |
|
|||||
|
2022
Q4 | $382K | Sell |
|
|||||
|
2022
Q3 | $369K | Buy |
|
|||||
|
2022
Q2 | $245K | Sell |
|
|||||
|
2022
Q1 | $348K | Sell |
|
|||||
|
2021
Q4 | $377K | Sell |
|
|||||
|
2021
Q3 | $394K | Sell |
|
|||||
|
2021
Q2 | $413K | Buy |
|
|||||
|
2021
Q1 | $364K | Buy |
|
|||||
|
2020
Q4 | $271K | Sell |
|
|||||
|
2020
Q3 | $225K | Sell |
|
|||||
|
2020
Q2 | $805K | Sell |
|
|||||
|
2020
Q1 | $1.46M | Sell |
|
|||||
|
2019
Q4 | $2.17M | Buy |
|