OA
Operose Advisors’s Schwab U.S Small- Cap ETF SCHA Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $56.7K | Hold |
2,241
| – | – | 0.02% | 219 |
|
|
2025
Q1 | $52.5K | Hold |
2,241
| – | – | 0.02% | 210 |
|
|
2024
Q4 | $57.9K | Buy |
2,241
+1,341
| +149% | +$34.7K | 0.02% | 204 |
|
|
2024
Q3 | $46.3K | Buy |
900
+355
| +65% | +$18.3K | 0.02% | 280 |
|
|
2024
Q2 | $25.9K | Hold |
545
| – | – | 0.01% | 320 |
|
|
2024
Q1 | $26.8K | Buy |
545
+205
| +60% | +$10.1K | 0.01% | 337 |
|
|
2023
Q4 | $16.1K | Hold |
340
| – | – | 0.01% | 399 |
|
|
2023
Q3 | $14.1K | Hold |
340
| – | – | 0.01% | 531 |
|
|
2023
Q2 | $14.9K | Hold |
340
| – | – | 0.01% | 257 |
|
|
2023
Q1 | $14.3K | Hold |
340
| – | – | 0.01% | 248 |
|
|
2022
Q4 | $13.8K | Hold |
340
| – | – | 0.01% | 252 |
|
|
2022
Q3 | $13K | Hold |
340
| – | – | 0.01% | 242 |
|
|
2022
Q2 | $13K | Hold |
340
| – | – | 0.01% | 221 |
|
|
2022
Q1 | $16K | Buy |
340
+170
| +100% | +$8K | 0.01% | 230 |
|
|
2021
Q4 | $17K | Buy |
+170
| New | +$17K | 0.01% | 222 |
|