Pine Haven Investment Counsel’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 | $439K | Sell |
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|
2025
Q2 | $403K | Sell |
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|
2025
Q1 | $382K | Sell |
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|
2024
Q4 | $441K | Hold |
|
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|
2024
Q3 | $439K | Hold |
|
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|
2024
Q2 | $404K | Hold |
|
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|
2024
Q1 | $420K | Sell |
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|
2023
Q4 | $410K | Hold |
|
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|
2023
Q3 | $359K | Sell |
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|
2023
Q2 | $386K | Sell |
|
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|
2023
Q1 | $396K | Hold |
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|
2022
Q4 | $382K | Sell |
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|
2022
Q3 | $389K | Buy |
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|
2022
Q2 | $401K | Buy |
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|
2022
Q1 | $487K | Sell |
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|
2021
Q4 | $547K | Buy |
|