Nottingham Advisors’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 | $204K | Sell |
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|
2025
Q1 | $225K | Buy |
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|
2024
Q4 | $247K | Sell |
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|
2024
Q3 | $309K | Hold |
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|
2024
Q2 | $285K | Hold |
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|
2024
Q1 | $295K | Sell |
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|
2023
Q4 | $299K | Hold |
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|
2023
Q3 | $262K | Hold |
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|
2023
Q2 | $277K | Hold |
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|
2023
Q1 | $265K | Hold |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $239K | Buy |
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|
2022
Q2 | $246K | Buy |
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|
2022
Q1 | $299K | Hold |
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|
2021
Q4 | $323K | Sell |
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|
2021
Q3 | $319K | Buy |
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|
2021
Q2 | $328K | Hold |
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|
2021
Q1 | $314K | Hold |
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|
2020
Q4 | $280K | Hold |
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|
2020
Q3 | $215K | Buy |
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