North Star Investment Management’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 | $223K | Buy |
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|
2025
Q2 | $202K | Buy |
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|
2025
Q1 | $179K | Sell |
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|
2024
Q4 | $217K | Buy |
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|
2024
Q3 | $216K | Buy |
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|
2024
Q2 | $198K | Sell |
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|
2024
Q1 | $228K | Buy |
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|
2023
Q4 | $215K | Buy |
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|
2023
Q3 | $138K | Hold |
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|
2023
Q2 | $146K | Hold |
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|
2023
Q1 | $140K | Hold |
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|
2022
Q4 | $135K | Hold |
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|
2022
Q3 | $126K | Hold |
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|
2022
Q2 | $130K | Hold |
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|
2022
Q1 | $158K | Sell |
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|
2021
Q4 | $175K | Buy |
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|
2021
Q3 | $167K | Hold |
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|
2021
Q2 | $174K | Hold |
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|
2021
Q1 | $166K | Hold |
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|
2020
Q4 | $149K | Buy |
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