Northwestern Mutual Wealth 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
Q2 | $125M | Buy |
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|
2025
Q1 | $95.7M | Buy |
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|
2024
Q4 | $88.7M | Buy |
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|
2024
Q3 | $81.3M | Buy |
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|
2024
Q2 | $72.5M | Buy |
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|
2024
Q1 | $68.7M | Buy |
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|
2023
Q4 | $60.9M | Buy |
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|
2023
Q3 | $46M | Buy |
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|
2023
Q2 | $47.3M | Sell |
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|
2023
Q1 | $46.6M | Sell |
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|
2022
Q4 | $48M | Buy |
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|
2022
Q3 | $43.1M | Buy |
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|
2022
Q2 | $40.8M | Buy |
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|
2022
Q1 | $42.5M | Buy |
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|
2021
Q4 | $42.7M | Buy |
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|
2021
Q3 | $38.5M | Buy |
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|
2021
Q2 | $37.1M | Buy |
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|
2021
Q1 | $30.5M | Buy |
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|
2020
Q4 | $26.6M | Buy |
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|
2020
Q3 | $20.2M | Sell |
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|
2020
Q2 | $19.8M | Buy |
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|
2020
Q1 | $12.5M | Buy |
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|
2019
Q4 | $9.47M | Buy |
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|
2019
Q3 | $7.5M | Buy |
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|
2019
Q2 | $7.39M | Buy |
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|
2019
Q1 | $6.48M | Buy |
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|
2018
Q4 | $5.13M | Buy |
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|
2018
Q3 | $2.87M | Buy |
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|
2018
Q2 | $2.48M | Buy |
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|
2018
Q1 | $1.8M | Buy |
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|
2017
Q4 | $1.53M | Buy |
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|
2017
Q3 | $1.4M | Buy |
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|
2017
Q2 | $1.23M | Buy |
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|
2017
Q1 | $755K | Buy |
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|
2016
Q4 | $259K | Buy |
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|
2016
Q3 | – | Sell |
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|
2016
Q2 | $72K | Buy |
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|
2016
Q1 | $67K | Buy |
|
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $37K | Buy |
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|
2015
Q2 | $6K | Sell |
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|
2015
Q1 | $15K | Buy |
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|
2014
Q4 | $7K | Sell |
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|
2014
Q3 | $7K | Sell |
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|
2014
Q2 | $17K | Buy |
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|
2014
Q1 | – | Sell |
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|
2013
Q4 | $22K | Hold |
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|
2013
Q3 | $20K | Buy |
|