Pettyjohn Wood & White’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.62M | Sell |
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|
2025
Q4 | $1.6M | Sell |
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|
2025
Q3 | $1.58M | Sell |
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|
2025
Q2 | $1.46M | Sell |
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|
2025
Q1 | $1.36M | Sell |
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|
2024
Q4 | $1.52M | Buy |
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|
2024
Q3 | $1.43M | Hold |
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|
2024
Q2 | $1.32M | Sell |
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|
2024
Q1 | $1.38M | Buy |
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|
2023
Q4 | $1.24M | Buy |
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|
2023
Q3 | $1.05M | Buy |
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|
2023
Q2 | $1.09M | Buy |
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|
2023
Q1 | $1.04M | Buy |
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|
2022
Q4 | $972K | Buy |
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|
2022
Q3 | $904K | Buy |
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|
2022
Q2 | $931K | Sell |
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|
2022
Q1 | $1.14M | Buy |
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|
2021
Q4 | $1.22M | Buy |
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|
2021
Q3 | $1.13M | Buy |
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|
2021
Q2 | $1.06M | Buy |
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|
2021
Q1 | $997K | Buy |
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|
2020
Q4 | $812K | Buy |
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|
2020
Q3 | $235K | Buy |
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|
2019
Q2 | – | Sell |
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|
2019
Q1 | $338K | Buy |
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|
2018
Q4 | $285K | Hold |
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|
2018
Q3 | $357K | Buy |
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|
2018
Q2 | $337K | Buy |
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|
2018
Q1 | $304K | Buy |
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