Patten & Patten’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 | $3.52M | Buy |
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|
2025
Q2 | $3.17M | Sell |
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|
2025
Q1 | $3.01M | Buy |
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|
2024
Q4 | $3.25M | Buy |
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|
2024
Q3 | $2.13M | Buy |
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|
2024
Q2 | $1.08M | Buy |
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|
2024
Q1 | $794K | Buy |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $338K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $239K | Sell |
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|
2021
Q4 | $279K | Buy |
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|
2021
Q3 | $235K | Hold |
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|
2021
Q2 | $244K | Hold |
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|
2021
Q1 | $234K | Sell |
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|
2020
Q4 | $212K | Buy |
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