Rice Partnership’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 | $4.5K | Hold |
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|
2024
Q4 | $4.96K | Sell |
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|
2024
Q3 | $43.3K | Buy |
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|
2024
Q2 | $4.55K | Sell |
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|
2024
Q1 | $8.22K | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $2.3K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $10K | Hold |
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|
2022
Q2 | $11K | Sell |
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|
2022
Q1 | $20K | Hold |
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|
2021
Q4 | $22K | Hold |
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|
2021
Q3 | $21K | Hold |
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|
2021
Q2 | $22K | Buy |
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