Operose 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 | $56.7K | Hold |
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|
2025
Q1 | $52.5K | Hold |
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|
2024
Q4 | $57.9K | Buy |
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|
2024
Q3 | $46.3K | Buy |
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|
2024
Q2 | $25.9K | Hold |
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|
2024
Q1 | $26.8K | Buy |
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|
2023
Q4 | $16.1K | Hold |
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|
2023
Q3 | $14.1K | Hold |
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|
2023
Q2 | $14.9K | Hold |
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|
2023
Q1 | $14.3K | Hold |
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|
2022
Q4 | $13.8K | Hold |
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|
2022
Q3 | $13K | Hold |
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|
2022
Q2 | $13K | Hold |
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|
2022
Q1 | $16K | Hold |
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|
2021
Q4 | $17K | Buy |
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