Money Concepts Capital’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 | $620K | Buy |
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|
2025
Q1 | $538K | Sell |
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|
2024
Q4 | $615K | Buy |
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|
2024
Q3 | $612K | Buy |
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|
2024
Q2 | $544K | Sell |
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|
2024
Q1 | $677K | Buy |
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|
2023
Q4 | $626K | Buy |
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|
2023
Q3 | $546K | Buy |
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|
2023
Q2 | $517K | Sell |
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|
2023
Q1 | $338K | Sell |
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|
2022
Q4 | $1.42M | Buy |
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|
2022
Q3 | $524K | Sell |
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|
2022
Q2 | $564K | Sell |
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|
2022
Q1 | $1.43M | Buy |
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|
2021
Q4 | $1.37M | Buy |
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|
2021
Q1 | $713K | Sell |
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|
2020
Q4 | $713K | Buy |
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