Pacific Sun Financial’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 | $635K | Sell |
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|
2025
Q2 | $599K | Sell |
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|
2025
Q1 | $582K | Buy |
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|
2024
Q4 | $601K | Sell |
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|
2024
Q3 | $601K | Sell |
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|
2024
Q2 | $561K | Sell |
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|
2024
Q1 | $614K | Sell |
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|
2023
Q4 | $607K | Sell |
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|
2023
Q3 | $619K | Sell |
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|
2023
Q2 | $636K | Buy |
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|
2022
Q4 | $617K | Sell |
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|
2022
Q3 | $604K | Sell |
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|
2022
Q2 | $627K | Hold |
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|
2022
Q1 | $762K | Buy |
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|
2021
Q4 | $819K | Buy |
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|
2021
Q3 | $788K | Buy |
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|
2020
Q3 | $511K | Hold |
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|
2020
Q2 | $489K | Sell |
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|
2020
Q1 | $447K | Buy |
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|
2019
Q4 | $652K | Sell |
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|
2019
Q3 | $613K | Buy |
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|
2019
Q2 | $619K | Buy |
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|
2018
Q2 | $625K | Buy |
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|
2018
Q1 | $555K | Buy |
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