Nicholas Hoffman & Company’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 | $1.69M | Buy |
|
|||||
|
2025
Q1 | $1.36M | Buy |
|
|||||
|
2024
Q4 | $1.42M | Buy |
|
|||||
|
2024
Q3 | $1.4M | Buy |
|
|||||
|
2024
Q2 | $1.29M | Buy |
|
|||||
|
2024
Q1 | $1.33M | Buy |
|
|||||
|
2023
Q4 | $1.28M | Buy |
|
|||||
|
2023
Q3 | $706K | Sell |
|
|||||
|
2023
Q2 | $749K | Buy |
|
|||||
|
2023
Q1 | $678K | Buy |
|
|||||
|
2022
Q4 | $647K | Sell |
|
|||||
|
2022
Q3 | $4.09M | Sell |
|
|||||
|
2022
Q2 | $4.26M | Buy |
|
|||||
|
2022
Q1 | $313K | Buy |
|
|||||
|
2021
Q4 | $331K | Buy |
|
|||||
|
2021
Q3 | $220K | Buy |
|
|||||
|
2021
Q2 | $225K | Buy |
|
|||||
|
2021
Q1 | $215K | Sell |
|
|||||
|
2020
Q4 | $222K | Buy |
|