Regal Investment 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
Q2 | – | Sell |
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|
2025
Q1 | $289K | Sell |
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|
2024
Q4 | $331K | Sell |
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|
2024
Q3 | $1.06M | Buy |
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|
2024
Q2 | $917K | Buy |
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|
2024
Q1 | $860K | Buy |
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|
2023
Q4 | $562K | Buy |
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|
2023
Q3 | $379K | Buy |
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|
2023
Q2 | $238K | Buy |
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|
2015
Q4 | – | Sell |
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|
2015
Q3 | $6K | Hold |
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|
2015
Q2 | $7K | Sell |
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|
2015
Q1 | $8K | Buy |
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|
2013
Q3 | – | Sell |
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|
2013
Q2 | $174K | Buy |
|