Parkside Financial Bank & Trust’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 | $538K | Buy |
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|
2025
Q2 | $488K | Buy |
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|
2025
Q1 | $452K | Buy |
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|
2024
Q4 | $463K | Sell |
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|
2024
Q3 | $465K | Buy |
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|
2024
Q2 | $404K | Sell |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q3 | $363K | Buy |
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|
2023
Q2 | $384K | Sell |
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|
2023
Q1 | $374K | Buy |
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|
2022
Q4 | $320K | Buy |
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|
2022
Q3 | $298K | Sell |
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|
2022
Q2 | $356K | Buy |
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|
2022
Q1 | $432K | Buy |
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|
2021
Q4 | $403K | Sell |
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|
2021
Q3 | $399K | Buy |
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|
2021
Q2 | $415K | Sell |
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|
2021
Q1 | $426K | Buy |
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|
2020
Q4 | $380K | Buy |
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|
2020
Q3 | $292K | Sell |
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|
2020
Q2 | $285K | Sell |
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|
2020
Q1 | $324K | Buy |
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|
2019
Q4 | $475K | Sell |
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|
2019
Q3 | $453K | Sell |
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|
2019
Q2 | $530K | Sell |
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|
2019
Q1 | $520K | Buy |
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|
2018
Q4 | $450K | Buy |
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|
2018
Q3 | $563K | Buy |
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|
2018
Q2 | $32K | Buy |
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|
2018
Q1 | $22K | Hold |
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|
2017
Q4 | $22K | Sell |
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|
2017
Q3 | $24K | Sell |
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|
2017
Q2 | $34K | Hold |
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|
2017
Q1 | $33K | Buy |
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|
2016
Q4 | $22K | Hold |
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|
2016
Q3 | $21K | Hold |
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|
2016
Q2 | $20K | Hold |
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|
2016
Q1 | $19K | Hold |
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|
2015
Q4 | $19K | Sell |
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|
2015
Q3 | $50K | Buy |
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