Northeast Financial 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
Q3 | $2.21M | Sell |
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|
2025
Q2 | $2.33M | Sell |
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|
2025
Q1 | $2.94M | Buy |
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|
2024
Q4 | $3.06M | Buy |
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|
2024
Q3 | $2.83M | Buy |
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|
2024
Q2 | $1.96M | Sell |
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|
2024
Q1 | $2.08M | Sell |
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|
2023
Q4 | $4.28M | Buy |
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|
2023
Q3 | $2.14M | Sell |
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|
2023
Q2 | $2.37M | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $700K | Buy |
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|
2021
Q3 | $658K | Buy |
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|
2021
Q2 | $648K | Sell |
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|
2021
Q1 | $664K | Buy |
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|
2020
Q4 | $581K | Buy |
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