MONECO 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 | $463K | Buy |
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|
2025
Q1 | $425K | Buy |
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|
2024
Q4 | $455K | Buy |
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|
2024
Q3 | $396K | Sell |
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|
2024
Q2 | $513K | Sell |
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|
2024
Q1 | $623K | Sell |
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|
2023
Q4 | $667K | Buy |
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|
2023
Q3 | $530K | Buy |
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|
2023
Q2 | $549K | Buy |
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|
2023
Q1 | $492K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $243K | Sell |
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|
2021
Q1 | $261K | Buy |
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