Perigon 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 | $3.63M | Sell |
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|
2025
Q2 | $3.34M | Buy |
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|
2025
Q1 | $2.98M | Sell |
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|
2024
Q4 | $3.44M | Sell |
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|
2024
Q3 | $3.37M | Sell |
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|
2024
Q2 | $3.14M | Sell |
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|
2024
Q1 | $3.3M | Sell |
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|
2023
Q4 | $3.23M | Buy |
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|
2023
Q3 | $2.5M | Sell |
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|
2023
Q2 | $2.81M | Buy |
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|
2023
Q1 | $2.67M | Sell |
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|
2022
Q4 | $2.6M | Buy |
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|
2022
Q3 | $2.39M | Buy |
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|
2022
Q2 | $2.4M | Buy |
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|
2022
Q1 | $2.5M | Buy |
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|
2021
Q4 | $2.53M | Buy |
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|
2021
Q3 | $1.95M | Buy |
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|
2021
Q2 | $2.01M | Buy |
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|
2021
Q1 | $1.9M | Buy |
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|
2020
Q4 | $1.67M | Sell |
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|
2020
Q3 | $1.44M | Sell |
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|
2020
Q2 | $1.49M | Buy |
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|
2020
Q1 | $1.21M | Buy |
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|
2019
Q4 | $1.12M | Buy |
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|
2019
Q3 | $399K | Sell |
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|
2019
Q2 | $417K | Sell |
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|
2019
Q1 | $470K | Buy |
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|
2018
Q4 | $419K | Sell |
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|
2018
Q3 | $486K | Sell |
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|
2018
Q2 | $509K | Buy |
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|
2018
Q1 | $412K | Buy |
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|
2017
Q4 | $290K | Buy |
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|
2017
Q3 | $193K | Buy |
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|
2017
Q2 | $165K | Sell |
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|
2017
Q1 | $198K | Sell |
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|
2016
Q4 | $208K | Sell |
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|
2016
Q3 | $227K | Sell |
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|
2016
Q2 | $220K | Buy |
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|
2016
Q1 | $211K | Sell |
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|
2015
Q4 | $230K | Sell |
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|
2015
Q3 | $237K | Sell |
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|
2015
Q2 | $346K | Buy |
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|
2015
Q1 | $246K | Sell |
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|
2014
Q4 | $240K | Sell |
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|
2014
Q3 | $242K | Buy |
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|
2014
Q2 | $204K | Buy |
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