Peak Financial 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 | $309K | Buy |
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|
2025
Q2 | $250K | Buy |
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|
2025
Q1 | $202K | Buy |
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|
2024
Q4 | $222K | Sell |
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|
2024
Q3 | $225K | Buy |
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|
2024
Q2 | $205K | Buy |
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|
2024
Q1 | $212K | Sell |
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|
2023
Q4 | $211K | Sell |
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|
2023
Q3 | $233K | Sell |
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|
2023
Q2 | $290K | Buy |
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|
2023
Q1 | $260K | Buy |
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|
2022
Q4 | $238K | Sell |
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|
2022
Q3 | $224K | Sell |
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|
2022
Q2 | $239K | Buy |
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|
2022
Q1 | $289K | Buy |
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|
2021
Q4 | $302K | Hold |
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|
2021
Q3 | $296K | Buy |
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|
2021
Q2 | $307K | Sell |
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|
2021
Q1 | $304K | Sell |
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|
2020
Q4 | $285K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $248K | Sell |
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|
2019
Q4 | $415K | Buy |
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|
2019
Q3 | $379K | Sell |
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|
2019
Q2 | $394K | Buy |
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|
2019
Q1 | $322K | Buy |
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