Mutual 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 | $642K | Sell |
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|
2025
Q1 | $558K | Sell |
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|
2024
Q4 | $671K | Sell |
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|
2024
Q3 | $710K | Buy |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $736K | Sell |
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|
2023
Q4 | $727K | Buy |
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|
2023
Q3 | $628K | Sell |
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|
2023
Q2 | $793K | Sell |
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|
2023
Q1 | $813K | Sell |
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|
2022
Q4 | $924K | Sell |
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|
2022
Q3 | $1.26M | Sell |
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|
2022
Q2 | $1.62M | Buy |
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|
2022
Q1 | $1.89M | Sell |
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|
2021
Q4 | $2.04M | Sell |
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|
2021
Q3 | $2M | Sell |
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|
2021
Q2 | $2.29M | Sell |
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|
2021
Q1 | $2.98M | Buy |
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|
2020
Q4 | $589K | Sell |
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|
2020
Q3 | $578K | Buy |
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|
2020
Q2 | $514K | Buy |
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|
2020
Q1 | $331K | Buy |
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|
2019
Q4 | $441K | Buy |
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