Petra Financial Advisors’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
Q2 | $491K | Buy |
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|
2025
Q1 | $398K | Sell |
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|
2024
Q4 | $3.42M | Buy |
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|
2024
Q3 | $3.32M | Buy |
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|
2024
Q2 | $2.98M | Buy |
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|
2024
Q1 | $3.01M | Sell |
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|
2023
Q4 | $2.94M | Sell |
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|
2023
Q3 | $2.58M | Buy |
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|
2023
Q2 | $2.46M | Buy |
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|
2023
Q1 | $341K | Sell |
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|
2022
Q4 | $2.67M | Buy |
|