Proffitt & Goodson’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 | $168K | Buy |
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|
2025
Q2 | $150K | Hold |
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|
2025
Q1 | $139K | Sell |
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|
2024
Q4 | $232K | Hold |
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|
2024
Q3 | $231K | Sell |
|
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|
2024
Q2 | $282K | Hold |
|
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|
2024
Q1 | $293K | Sell |
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|
2023
Q4 | $365K | Hold |
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|
2023
Q3 | $320K | Hold |
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|
2023
Q2 | $339K | Hold |
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|
2023
Q1 | $324K | Hold |
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|
2022
Q4 | $313K | Hold |
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|
2022
Q3 | $292K | Hold |
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|
2022
Q2 | $301K | Hold |
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|
2022
Q1 | $366K | Hold |
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|
2021
Q4 | $396K | Hold |
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|
2021
Q3 | $387K | Hold |
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|
2021
Q2 | $403K | Hold |
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|
2021
Q1 | $385K | Hold |
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|
2020
Q4 | $344K | Hold |
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|
2020
Q3 | $264K | Hold |
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|
2020
Q2 | $253K | Buy |
|