Procyon 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
Q3 | $685K | Buy |
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|
2024
Q1 | – | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $405K | Buy |
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|
2023
Q2 | $421K | Buy |
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|
2023
Q1 | $397K | Buy |
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|
2022
Q4 | $378K | Buy |
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|
2022
Q3 | $267K | Sell |
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|
2022
Q2 | $1.59M | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $5K | Sell |
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|
2020
Q1 | $7K | Hold |
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|
2019
Q4 | $10K | Buy |
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