Paradigm Strategies in 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 | $848K | Sell |
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|
2025
Q2 | $800K | Sell |
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|
2025
Q1 | $752K | Buy |
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|
2024
Q4 | $793K | Sell |
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|
2024
Q3 | $795K | Sell |
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|
2024
Q2 | $797K | Sell |
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|
2024
Q1 | $852K | Buy |
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|
2023
Q4 | $817K | Sell |
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|
2023
Q3 | $719K | Buy |
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|
2023
Q2 | $758K | Buy |
|
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|
2023
Q1 | $724K | Sell |
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|
2022
Q4 | $847K | Buy |
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|
2022
Q3 | $788K | Sell |
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|
2022
Q2 | $873K | Sell |
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|
2022
Q1 | $1.09M | Buy |
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|
2021
Q4 | $1.18M | Buy |
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|
2021
Q3 | $1.15M | Buy |
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|
2021
Q2 | $1.19M | Sell |
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|
2021
Q1 | $1.25M | Buy |
|