Oakwell Private 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 | $1.63M | Buy |
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|
2025
Q1 | $1.5M | Hold |
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|
2024
Q4 | $1.66M | Sell |
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|
2024
Q3 | $1.65M | Sell |
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|
2024
Q2 | $1.64M | Sell |
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|
2024
Q1 | $1.7M | Sell |
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|
2023
Q4 | $1.64M | Sell |
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|
2023
Q3 | $1.56M | Sell |
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|
2023
Q2 | $1.66M | Buy |
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|
2023
Q1 | $1.58M | Buy |
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|
2022
Q4 | $1.52M | Sell |
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|
2022
Q3 | $1.63M | Buy |
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|
2022
Q2 | $968K | Buy |
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|
2022
Q1 | $976K | Sell |
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|
2021
Q4 | $1.06M | Sell |
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|
2021
Q3 | $1.1M | Sell |
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|
2021
Q2 | $1.15M | Sell |
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|
2021
Q1 | $1.12M | Sell |
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|
2020
Q4 | $1.08M | Buy |
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