Pinnacle Associates’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 | $2.78M | Sell |
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|
2025
Q1 | $2.59M | Sell |
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|
2024
Q4 | $2.9M | Sell |
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|
2024
Q3 | $2.9M | Buy |
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|
2024
Q2 | $2.77M | Sell |
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|
2024
Q1 | $3.01M | Sell |
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|
2023
Q4 | $2.9M | Buy |
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|
2023
Q3 | $2.53M | Buy |
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|
2023
Q2 | $2.5M | Buy |
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|
2023
Q1 | $2.36M | Buy |
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|
2022
Q4 | $2.21M | Buy |
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|
2022
Q3 | $2.03M | Sell |
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|
2022
Q2 | $2.2M | Sell |
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|
2022
Q1 | $2.79M | Buy |
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|
2021
Q4 | $2.96M | Buy |
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|
2021
Q3 | $2.72M | Sell |
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|
2021
Q2 | $2.88M | Buy |
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|
2021
Q1 | $2.58M | Buy |
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|
2020
Q4 | $2.04M | Buy |
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|
2020
Q3 | $1.25M | Buy |
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|
2020
Q2 | $1.15M | Buy |
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|
2020
Q1 | $791K | Sell |
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|
2019
Q4 | $1.69M | Buy |
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|
2019
Q3 | $1.56M | Buy |
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|
2019
Q2 | $1.58M | Sell |
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|
2019
Q1 | $1.57M | Buy |
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|
2018
Q4 | $1.33M | Sell |
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|
2018
Q3 | $1.68M | Buy |
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|
2018
Q2 | $1.6M | Sell |
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|
2018
Q1 | $1.66M | Buy |
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|
2017
Q4 | $1.67M | Sell |
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|
2017
Q3 | $1.61M | Buy |
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|
2017
Q2 | $1.53M | Sell |
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|
2017
Q1 | $1.51M | Buy |
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|
2016
Q4 | $1.46M | Buy |
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|
2016
Q3 | $1.36M | Buy |
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|
2016
Q2 | $1.27M | Buy |
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|
2016
Q1 | $1.21M | Buy |
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|
2015
Q4 | $1.14M | Buy |
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|
2015
Q3 | $1.09M | Buy |
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|
2015
Q2 | $1.21M | Buy |
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|
2015
Q1 | $1.18M | Sell |
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|
2014
Q4 | $1.22M | Buy |
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