Red Door Wealth Management’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 | $805K | Buy |
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|
2025
Q2 | $601K | Sell |
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|
2025
Q1 | $577K | Buy |
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|
2024
Q4 | $437K | Sell |
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|
2024
Q3 | $488K | Buy |
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|
2024
Q2 | $444K | Buy |
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|
2024
Q1 | $455K | Buy |
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|
2023
Q4 | $436K | Buy |
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|
2023
Q1 | – | Sell |
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|
2022
Q4 | $613K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $111K | Sell |
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|
2021
Q1 | $819K | Buy |
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|
2020
Q3 | – | Sell |
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|
2020
Q2 | $54K | Sell |
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|
2020
Q1 | $43K | Buy |
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