Moneta Group Investment 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
Q3 | $54.6M | Buy |
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|
2025
Q2 | $48.3M | Buy |
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|
2025
Q1 | $35.3M | Buy |
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|
2024
Q4 | $37.1M | Sell |
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|
2024
Q3 | $36.5M | Buy |
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|
2024
Q2 | $32.8M | Buy |
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|
2024
Q1 | $33.7M | Buy |
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|
2023
Q4 | $27.8M | Buy |
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|
2023
Q3 | $23.2M | Buy |
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|
2023
Q2 | $21.4M | Buy |
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|
2023
Q1 | $18.9M | Buy |
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|
2022
Q4 | $15M | Buy |
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|
2022
Q3 | $11.9M | Sell |
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|
2022
Q2 | $13.8M | Buy |
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|
2022
Q1 | $11.3M | Buy |
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|
2021
Q4 | $11.5M | Buy |
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|
2021
Q3 | $9.64M | Buy |
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|
2021
Q2 | $9.48M | Buy |
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|
2021
Q1 | $9.06M | Buy |
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|
2020
Q4 | $6.18M | Buy |
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|
2020
Q3 | $4.53M | Buy |
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|
2020
Q2 | $4.11M | Buy |
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|
2020
Q1 | $2.4M | Buy |
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|
2019
Q4 | $2.68M | Buy |
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|
2019
Q3 | $1.48M | Buy |
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|
2019
Q2 | $938K | Buy |
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|
2019
Q1 | $853K | Buy |
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|
2018
Q4 | $578K | Sell |
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|
2018
Q3 | $1.08M | Buy |
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|
2018
Q2 | $916K | Buy |
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|
2018
Q1 | $719K | Buy |
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|
2017
Q4 | $492K | Buy |
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|
2017
Q3 | $476K | Buy |
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|
2017
Q2 | $332K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $82K | Buy |
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