Retirement Income Solutions’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
$262K Hold
2025
Q2
$237K Buy
2025
Q1
$215K Hold
2024
Q4
$238K Hold
2024
Q3
$237K Hold
2024
Q2
$218K Hold
2024
Q1
$226K Hold
2023
Q4
$217K Buy
2023
Q3
Sell
2023
Q2
$201K Sell
2023
Q1
$298K Buy
2022
Q2
Sell
2022
Q1
$218K Hold
2021
Q4
$235K Hold
2021
Q3
$230K Hold
2021
Q2
$240K Hold
2021
Q1
$229K Hold
2020
Q4
$205K Buy