Principle Wealth Partners’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 | $392K | Hold |
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|
2025
Q1 | $363K | Hold |
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|
2024
Q4 | $400K | Buy |
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|
2024
Q3 | $390K | Hold |
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|
2024
Q2 | $359K | Hold |
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|
2024
Q1 | $373K | Hold |
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|
2023
Q4 | $358K | Hold |
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|
2023
Q3 | $314K | Buy |
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|
2023
Q2 | $332K | Sell |
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|
2023
Q1 | $317K | Sell |
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|
2022
Q4 | $590K | Sell |
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|
2022
Q3 | $562 | Buy |
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|
2022
Q2 | $568K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $3.35M | Buy |
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|
2019
Q3 | $3.04M | Buy |
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|
2019
Q2 | $2.94M | Buy |
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|
2019
Q1 | $2.65M | Sell |
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|
2018
Q4 | $2.55M | Buy |
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