Newbridge Financial Services Group’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 | – | Sell |
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|
2025
Q1 | $1.22K | Sell |
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|
2024
Q4 | $5.29K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $4.82K | Sell |
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|
2024
Q1 | $34.1K | Buy |
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|
2023
Q4 | $32.7K | Hold |
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|
2023
Q3 | $28.6K | Hold |
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|
2023
Q2 | $30.3K | Hold |
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|
2023
Q1 | $29K | Hold |
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|
2022
Q4 | $28K | Buy |
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|
2022
Q3 | $6K | Hold |
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|
2022
Q2 | $6K | Sell |
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|
2022
Q1 | $9K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $9K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $10K | Hold |
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|
2020
Q3 | $8K | Buy |
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