Moller Wealth Partners’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 | $1.87M | Sell |
|
|||||
|
2025
Q2 | $1.82M | Sell |
|
|||||
|
2025
Q1 | $1.76M | Sell |
|
|||||
|
2024
Q4 | $1.97M | Sell |
|
|||||
|
2024
Q3 | $2.19M | Sell |
|
|||||
|
2024
Q2 | $2.03M | Sell |
|
|||||
|
2024
Q1 | $2.14M | Sell |
|
|||||
|
2023
Q4 | $2.19M | Buy |
|
|||||
|
2023
Q3 | $1.5M | Sell |
|
|||||
|
2023
Q2 | $1.61M | Sell |
|
|||||
|
2023
Q1 | $2M | Sell |
|
|||||
|
2022
Q4 | $2.18M | Sell |
|
|||||
|
2022
Q3 | $2.21M | Buy |
|
|||||
|
2022
Q2 | $1.97M | Buy |
|
|||||
|
2022
Q1 | $2.33M | Sell |
|
|||||
|
2021
Q4 | $2.59M | Sell |
|
|||||
|
2021
Q3 | $2.56M | Sell |
|
|||||
|
2021
Q2 | $2.66M | Sell |
|
|||||
|
2021
Q1 | $2.59M | Sell |
|
|||||
|
2020
Q4 | $2.34M | Sell |
|
|||||
|
2020
Q3 | $2.24M | Sell |
|
|||||
|
2020
Q2 | $2.69M | Buy |
|