Palisade Asset 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
Q2 | $234K | Buy |
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|
2025
Q1 | $214K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $164K | Sell |
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|
2023
Q4 | $678K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $1.24M | Hold |
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|
2022
Q2 | $1.28M | Hold |
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|
2022
Q1 | $1.55M | Buy |
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|
2021
Q4 | $1.66M | Hold |
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|
2021
Q3 | $1.62M | Hold |
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|
2021
Q2 | $1.69M | Hold |
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|
2021
Q1 | $1.61M | Buy |
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|
2020
Q4 | $1.42M | Buy |
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|
2020
Q3 | $1.08M | Hold |
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|
2020
Q2 | $1.03M | Hold |
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|
2020
Q1 | $813K | Hold |
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|
2019
Q4 | $1.19M | Hold |
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|
2019
Q3 | $1.1M | Hold |
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|
2019
Q2 | $1.13M | Buy |
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|
2019
Q1 | $1.08M | Hold |
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|
2018
Q4 | $940K | Hold |
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|
2018
Q3 | $1.18M | Buy |
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