Orgel 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
Q3 | $5.68M | Sell |
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|
2025
Q2 | $6.23M | Buy |
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|
2025
Q1 | $5.3M | Buy |
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|
2024
Q4 | $5.83M | Sell |
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|
2024
Q3 | $5.96M | Buy |
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|
2024
Q2 | $5.49M | Sell |
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|
2024
Q1 | $5.77M | Sell |
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|
2023
Q4 | $6.55M | Buy |
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|
2023
Q3 | $5.62M | Buy |
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|
2023
Q2 | $4.49M | Sell |
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|
2023
Q1 | $7.2M | Sell |
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|
2022
Q4 | $8.98M | Buy |
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|
2022
Q3 | $8.08M | Sell |
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|
2022
Q2 | $12.3M | Sell |
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|
2022
Q1 | $16.3M | Buy |
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|
2021
Q4 | $13.3M | Buy |
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|
2021
Q3 | $10.7M | Sell |
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|
2021
Q2 | $11.5M | Buy |
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|
2021
Q1 | $10.6M | Buy |
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|
2020
Q4 | $9.15M | Buy |
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|
2020
Q3 | $6.67M | Buy |
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|
2020
Q2 | $5.97M | Buy |
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|
2019
Q3 | – | Sell |
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|
2019
Q2 | $121K | Buy |
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