Orion Portfolio Solutions’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
Q1 | $2.37M | Buy |
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|
2024
Q4 | $2.34M | Buy |
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|
2024
Q3 | $2.03M | Buy |
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|
2024
Q2 | $1.8M | Sell |
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|
2024
Q1 | $1.93M | Buy |
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|
2023
Q4 | $1.65M | Sell |
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|
2023
Q3 | $1.89M | Sell |
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|
2023
Q2 | $2.11M | Buy |
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|
2023
Q1 | $1.52M | Buy |
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|
2022
Q4 | $1.02M | Buy |
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|
2022
Q3 | $583K | Buy |
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|
2022
Q2 | $529K | Sell |
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|
2022
Q1 | $650K | Buy |
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|
2021
Q4 | $680K | Buy |
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|
2021
Q3 | $569K | Sell |
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|
2021
Q2 | $599K | Sell |
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|
2021
Q1 | $574K | Buy |
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|
2020
Q4 | $495K | Buy |
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|
2020
Q3 | $367K | Buy |
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|
2020
Q2 | $349K | Hold |
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|
2020
Q1 | $275K | Sell |
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|
2019
Q4 | $437K | Buy |
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