Morris Financial Concepts’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 | $8.38M | Buy |
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|
2025
Q2 | $7.37M | Sell |
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|
2025
Q1 | $6.9M | Buy |
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|
2024
Q4 | $7.58M | Buy |
|
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|
2024
Q3 | $7.41M | Buy |
|
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|
2024
Q2 | $6.65M | Sell |
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|
2024
Q1 | $7.44M | Sell |
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|
2023
Q4 | $7.84M | Buy |
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|
2023
Q3 | $6.72M | Buy |
|
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|
2023
Q2 | $7.04M | Buy |
|
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|
2023
Q1 | $6.7M | Buy |
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|
2022
Q4 | $6.19M | Buy |
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|
2022
Q3 | $5.62M | Sell |
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|
2022
Q2 | $5.84M | Buy |
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|
2022
Q1 | $7M | Buy |
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|
2021
Q4 | $7.32M | Buy |
|