Providence Capital 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 | $4.46K | Sell |
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|
2025
Q2 | $12.2K | Buy |
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|
2024
Q4 | – | Sell |
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|
2024
Q3 | $4.12K | Hold |
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|
2024
Q2 | $3.8K | Hold |
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|
2024
Q1 | $3.94K | Sell |
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|
2023
Q4 | $34.5K | Buy |
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|
2023
Q3 | $3.31K | Hold |
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|
2023
Q2 | $3.5K | Hold |
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|
2023
Q1 | $3.35K | Hold |
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|
2022
Q4 | $3.24K | Sell |
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|
2022
Q3 | $14K | Buy |
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|
2022
Q2 | $3K | Sell |
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|
2022
Q1 | $14K | Hold |
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|
2021
Q4 | $15K | Hold |
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|
2021
Q3 | $15K | Hold |
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|
2021
Q2 | $16K | Buy |
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|
2021
Q1 | $1K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $2K | Buy |
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